Today we look at combining the live chat widget called Tawk.to and the project management tool called Trello to save your Offline chats into a Trello board. We’ve created a simple tawk.to trello plugin that will give you the ability to do just that. This makes follow ups easier to track and ensures nothing falls through the cracks!
The Tools: Trello and Tawk.to
Trello is one of the most popular project management apps in the world. The Kanban style board system along with it’s feature rich free edition, Trello is widely used by small businesses around the world.
Here at WMYS we use Trello extensively for everything from client support for offline messages, to managing our editorial calendar.
Tawk.to is a relatively new live chat app that has also seen incredibly fast adoption across the small business space and now boasts over a million users. (Well done, tawk.to!). As you can see if you just look to the bottom right of your screen, it’s obvious that we use Tawk for livechat. It works well and best of all it’s 100% free!
Ok, then so let’s jump right into the guide:
Goal: To save offline messages from the Tawk.to widget into a Trello board for follow up.
Setup Time: 5 Minutes.
Setup Time: 5 Minutes.
Step 1: Download our Free Tawk.to Trello Plugin here:
Step 2: Install the plugin, activate it and go to the settings page:
From your WordPress Dashboard, go to Plugins -> Add new:
Click ‘Upload Plugin’ from the Plugins page:
Upload the Tawk.to Trello Plugin:
Remember to Activate The Plugin:
Step 3: Enter you Trello board’s Email-to-board address into the settings page:
First, go to your Trello board that you wish to receive chats in. Then go the Board settings by Click ‘Show Menu’:
Next, click the ‘More’ button:
You can now test the Tawk.to Trello plugin by submitting an offline message. This will create a new card in your board with the users Name, Email and comments for you to follow up on.
Bonus Tip: Now link Trello to Slack
If you are using Slack for internal communications, consider expanding this board even further by following our Slack and Trello guide.
Other Tawk.to Integration: Tawk.to Slack
We have also built a small plugin to integrate Tawk.to with Slack.
That’s it! Let us know in the comments what other quick hack-togethers we should do next 😉