To integrate project management tools with CRM platforms, you need to,
Identify Integration Needs: Identify what information needs to be sent and received between project management tools such as Trello and Asana and CRM tools such as Salesforce and HubSpot. Take an example of a customer task that needs to synchronize project deadlines or client communications.
Use Native Integrations: Plenty of platforms natively provide integrations. For example, the sales force natively integrates with applications like Jira or Trello so that it does not need any further allowance to share the data.
Leverage Third-Party Tools: If native integrations are not possible, employ tools like Zapier, Integromat, or Automate.io to integrate project management and CRM platforms.
Custom API Integrations: If you want to meet an extensive need, create a customized integration through APIs. This will allow advanced syncing and automation of data based on your workflow's requirements.
Sync Tasks and Milestones: Automatically connect your projects' activities with CRM records so that you may track all client-related activities in real-time.
Enable Cross-Platform Notifications: Make sure both systems send the updates so teams can stay informed about changes or deadlines without having to switch platforms.
Example
Connect Trello with Salesforce so that the sales and project team can keep track of client onboarding tasks. The minute the new deal closes in Salesforce, an associated board pops up in Trello, and the two teams are aligned.
