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Pipedrive + Todoist Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Todoist

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Connect the apps you use everyday and find your productivity super-powers.

  • Asana Asana

Best Pipedrive and Todoist Integrations

  • Pipedrive Todoist

    Pipedrive + Todoist

    Add a Task in Todoist for a New Activity in Pipedrive Read More...
    When this happens...
    Pipedrive New Activity
     
    Then do this...
    Todoist Create Task

    Todoist gives you 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 Pipedrive, you can achieve a greater level of efficiency in your workflow. After you've set up this automation, Appy Pie Connect will create a new task on Todoist for every new activity in Pipedrive. With this integration, you can make your project management more efficient.

    Note: You can customize this Connect to watch for all activity, or only a specific Task.

    How this Pipedrive – Todoist integration works
    • A new activity is created on Pipedrive
    • Appy Pie Connect automation creates a task on Todoist
    Prerequisites to setup the integration
    • A Pipedrive account
    • A Todoist account
  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Salesforce

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    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + Todoist in easier way

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Person

    Triggers when a new person is added.

  • 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Todoist Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Pipedrive 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 Pipedrive and Todoist

Integration of Pipedrive and Todoist

Benefits of Integration of Pipedrive and Todoist

Introduction

Pipedrive is a sales management software that helps companies manage their sales pipeline. It is a desktop application. On the other hand, Todoist is a web-based task management top for personal productivity. It is an online top. Both tops have their own advantages and disadvantages. They integrate well with one another to enhance the productivity of businesses. Let us now look at integration of the two tops.

Body

Integration of Pipedrive and Todoist

The functionality of both the tops can be integrated to create a synergy effect. Here is how:

The sales team member who is using Pipedrive can create tasks as part of sales tasks in Todoist through Pipedrive. He can track them as well. Sales team members can use the Todoist task list to create new sales opportunities in Pipedrive. The same sales opportunity will then be automatically added to the sales opportunity pipeline in Pipedrive. This will help sales team members easily track their sales opportunities and convert them into customers. Sales team members can also receive notification emails from Pipedrive when they have received a reply from any prospects or clients, or when they have communicated with any prospect or client. This way, they do not have to log in to several apps to check their information. This will save them time and effort, enabling them to focus on their productivity and performance. Sales team members can also participate in an instant chat conversation with prospects and clients through Todoist. Todoist provides an instant chat feature that allows sales team members to chat with prospects and clients in real-time. This will increase the efficiency of sales team members and make it easier for them to communicate with prospects and clients, especially when they are dealing with large amounts of leads, prospects, and clients who are scattered across different countries, states, or regions. A CRM plugin for Todoist enables cross-integration of the two sputions and this integration makes it easier for sales team members to manage their sales pipeline in one platform. Even without the CRM plugin, sales team members can view their created opportunities inside Todoist tasks list. They can also create new sales opportunities in Todoist tasks list and add them to their Pipedrive pipeline. They can also manage their leads, prospects, and clients by adding them to their Todoist task lists. Sales team members can add notes to their notes field in Pipedrive so that they will be reminded to complete the work being done on a certain prospect or client in Todoist, such as adding more information about him/her or making an offer or sending a proposal to him/her. Sales team members can search for prospects and clients in Todoist from Pipedrive by entering their email addresses or names in the search box in Todoist. They can also filter their results based on specific criteria such as country, state, city, or distance travelled within a specified period of time. Sales team members can also export their leads from Pipedrive into Todoist tasks lists so that they can track them there. This will enable them to synchronize all their leads between the two tops and identify potential customers more effectively.

Benefits of Integration of Pipedrive and Todoist

Integrating Pipedrive and Todoist gives multiple benefits for businesses such as:

The process to integrate Pipedrive 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.