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Microsoft Dynamics CRM + Todoist Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Todoist

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Todoist

Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.

Todoist Integrations
Todoist Alternatives

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Best Microsoft Dynamics CRM and Todoist Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Sheets

    Todoist + Google Sheets

    Save newly completed Todoist tasks as new rows in Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Complete Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to archive your completed Todoist tasks for future reference? Don’t worry, with this Connect, you can archive all your completed Todoist tasks in Google Sheets. After you've activated this Todoist-Google Sheets integration, Appy Pie Connect saves completed Todoist tasks automatically to a new row in a Google Sheets Spreadsheet. Just follow our simple instructions and set up this integration without any coding skills!
    How This Integration Works
    • Triggers when a task is completed in Todoist
    • Appy Pie Connect adds that completed task to Google Sheets as a new row
    What You Need
    • A Todoist account
    • A Google account
  • Microsoft Dynamics CRM Zoho Mail

    Todoist + Zoho Mail

    Send an email to yourself or others from Zoho Mail when new tasks are completed on Todoist Read More...
    When this happens...
    Microsoft Dynamics CRM New Complete Task
     
    Then do this...
    Zoho Mail Send Email
    It goes without saying that Todoist keeps all your to-dos in one place and integrates perfectly with a number of other tools you use. Set this integration up, and each time a task is completed on Todoist, Appy Pie connect will automatically send a direct email message via Zoho Mail to you or your chosen recipients. With this integration, you can make your project management more efficient.
    How This Integration Works
    • A task is marked as complete on your Todoist account
    • Appy Pie Connect sends an email from your Zoho Mail account to the chosen recipients
    What Is Needed For This Todoist-Zoho Mail Integration
    • A Todoist account
    • A Zoho Mail account
  • Microsoft Dynamics CRM Google Calendar

    Todoist + Google Calendar

    Create a Google Calendar events for every new Todoist task Read More...
    When this happens...
    Microsoft Dynamics CRM New Incomplete Task
     
    Then do this...
    Google Calendar Quick Add Event
    Todoist helps you get a clear overview of everything your team is working on including what's done and what's coming up next in your project. By integrating Todoist with Google Calendar, you can achieve a greater level of efficiency in your workflow. After setting this Connect up, you can create a Google Calendar event for every Todoist task in details, including time & date. That way, you will be able to stick to your schedule.
    How It Works
    • A task with a due date is created in Todoist
    • Appy Pie Connect automatically creates a new event on your Google Calendar
    What You Need
    • A Todoist account
    • A Google Calendar
  • Microsoft Dynamics CRM Google Calendar

    Todoist + Google Calendar

    Add Todoist Tasks to Google Calendar as Detailed Events Read More...
    When this happens...
    Microsoft Dynamics CRM New Incomplete Task
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add Todoist tasks to Google Calendar as events. After setting this integration up, whenever a task is created in Todoist, Appy Pie Connect will automatically add that task to Google Calendar as a detailed event. However, this integration doesn’t create Google Calendar events from existing Todoist tasks; it only creates new events after it’s been set up.
    How It Works
    • Triggers when a new task is created in Todoist
    • Appy Pie Connect adds that same task to Google Calendar as Detailed Events
    What You Need for this Integration
    • A Todoist Account
    • A Google account with access to Google Calendar
  • Microsoft Dynamics CRM Google Calendar

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
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Connect Microsoft Dynamics CRM + Todoist in easier way

It's easy to connect Microsoft Dynamics CRM + Todoist without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Complete Task

    Triggers upon completion of a task on a project.

  • New Incomplete Task

    Triggers when you add an incomplete task to a project.

  • New Project

    Triggers upon creation of every new project.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Task

    Creates a new task.

  • Invite User to Project

    Sends an e-mail to a person, inviting them to use one of your projects.

How Microsoft Dynamics CRM & Todoist Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Todoist as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Todoist with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Todoist

Microsoft Dynamics CRM is a customer relationship management platform that can be used to track customers and prospects, manage marketing campaigns, and much more. It has been around for decades and has over 4 million active users globally. Todoist is a task management app that is designed to help users organize their projects and tasks. It's available for free on the web and mobile devices.

Integration of Microsoft Dynamics CRM and Todoist

Integration makes it possible for data to flow freely between applications, which in turn helps streamline business processes. This means that you can update Todoist tasks from within Microsoft Dynamics CRM so you never forget anything. If you're using an email tracking campaign in Microsoft Dynamics CRM, you can use Todoist to add actionable tasks to your email templates. You can also create a task or project in Todoist when a lead registers on your website.

Benefits of Integration of Microsoft Dynamics CRM and Todoist

Dynamics CRM makes it easy to get an overview of your team's progress in real time. Businesses with less than 100 employees can use Todoist on the Microsoft Store for Business and Save up to 50% on the best business apps including Microsoft Project Web App.

There are many other benefits that come with integrating Microsoft Dynamics CRM and Todoist. The integration makes it possible for users to automate their workflows, as well as access their tasks from any connected device. Users can also gain quicker insight into opportunities, leads, accounts, contacts, and much more via the cloud-based app.

By integrating Todoist with Microsoft Dynamics CRM, you can achieve better results in the areas of sales, marketing, finance, and more.

The process to integrate Microsoft Dynamics CRM and Todoist may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.