Transferring data from Jotform to Trello
Client: Online course school
The task: as soon as the client fills out the Jotform, transfer their data to Trello. Note that there are 17 different courses that can be selected in the form. That is, the client should go to the appropriate board in Trello. For example, a client chooses course 16, he/she is sent to board 16 in Trello.
Solutions:
1. Create and set up a Jotform to collect leads.
2. Set up boards in Trello for all courses. Created custom fields for business needs.
3. I connected Make.com. I connected Trello and Jotform to it.
4. I set up data transfer automation: as soon as a client fills out the form, Make checks whether it's a new contact or one that already exists in Trello.
If it's an old one, we combine all the cards for this client into 1, and transfer the data from the form.
If it's a new lead, we send the data from the form to the card that corresponds to the selected course.
The result: simplified lead management, elimination of duplicates, and improved workflow with warm leads.
Despite the fact that the data needs to be sent to 17 different boards, the scenario is configured without branching, which helps to keep operations in Make. This setup works perfectly when the logic for each course is the same.
Depending on the specifics of your business and processes, I can customize the optimal data transfer path, contact me!
#datamigration #data #trello #Jotform #Typeform #make.com #automatedworkflow
The task: as soon as the client fills out the Jotform, transfer their data to Trello. Note that there are 17 different courses that can be selected in the form. That is, the client should go to the appropriate board in Trello. For example, a client chooses course 16, he/she is sent to board 16 in Trello.
Solutions:
1. Create and set up a Jotform to collect leads.
2. Set up boards in Trello for all courses. Created custom fields for business needs.
3. I connected Make.com. I connected Trello and Jotform to it.
4. I set up data transfer automation: as soon as a client fills out the form, Make checks whether it's a new contact or one that already exists in Trello.
If it's an old one, we combine all the cards for this client into 1, and transfer the data from the form.
If it's a new lead, we send the data from the form to the card that corresponds to the selected course.
The result: simplified lead management, elimination of duplicates, and improved workflow with warm leads.
Despite the fact that the data needs to be sent to 17 different boards, the scenario is configured without branching, which helps to keep operations in Make. This setup works perfectly when the logic for each course is the same.
Depending on the specifics of your business and processes, I can customize the optimal data transfer path, contact me!
#datamigration #data #trello #Jotform #Typeform #make.com #automatedworkflow
Chernigov 
Available for hire