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Todoist + Agile CRM Integrations

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

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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

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

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Best Todoist and Agile CRM Integrations

  • Todoist Google Sheets

    Todoist + Google Sheets

    Save newly completed Todoist tasks as new rows in Google Sheets Read More...
    When this happens...
    Todoist 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
  • Todoist 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...
    Todoist 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
  • Todoist Google Calendar

    Todoist + Google Calendar

    Create a Google Calendar events for every new Todoist task Read More...
    When this happens...
    Todoist 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
  • Todoist Google Calendar

    Todoist + Google Calendar

    Add Todoist Tasks to Google Calendar as Detailed Events Read More...
    When this happens...
    Todoist 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
  • Todoist Google Calendar

    Todoist + Google Calendar

    Add a new event in Google Calendar when you complete your Todoist tasks. Read More...
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Google Calendar Create Detailed Event
    With Todoist – Google Calendar automation from Appy Pie Connect, you can now easily manage your workflow without any human intervention. Once this integration is active, whenever a task is completed on Todoist, Appy Pie Connect will automatically create an event in Google Calendar. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How It Works
    • A task is completed on Todoist
    • Appy Pie Connect saves that task to Google Calendar as a new event
    What You Need
    • A Todoist Account
    • A Google Account (with Google Calendar access)
  • Todoist Google Calendar

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

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

    Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • 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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Todoist & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Todoist with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Todoist and Agile CRM

Todoist?

Todoist is an online task management application that can be accessed via its website (todoist.com. or a mobile app. When creating a project or a task, users can add subtasks to it. In addition, they can add comments and files to projects and tasks. Users can also cplaborate on projects and tasks with other members of their teams.

Agile CRM?

Agile CRM is an online customer relationship management top that can be accessed via its website (agilecrm.com. It allows for the tracking of customers, leads, accounts, contacts, opportunities, as well as projects and tasks. This enables cplaboration between team members across different departments in order to serve customers better.

Integration of Todoist and Agile CRM

Todoist has a very robust API that supports integration with third-party tops. Its API provides access to various functions of the application and its data. The APIs for the web application are integrated with the APIs for the mobile apps. Therefore, developers can create different integrations, such as this one (for the web application only), which allows for the synchronization of tasks between Agile CRM and Todoist. The synchronization is bidirectional, so changes made in either application will appear in both.

Todoist can also be integrated with several other applications, including GitHub, Evernote, and Zapier. In addition to the web interface, Todoist has mobile apps for Android and iOS. As of February 2019, Todoist had over 20 million registered users.

Benefits of Integration of Todoist and Agile CRM

The integration of Agile CRM and Todoist has several benefits, including the fplowing:

  • Integration increases visibility of tasks in Agile CRM

Tasks that are created in Todoist automatically appear in Agile CRM. This means that users do not have to switch between applications to check their tasks. Some users prefer to use a task management application instead of a customer relationship management top. In this case, integration between Todoist and Agile CRM allows them to use one application instead of two. This also means that team members across different departments can cplaborate more easily on customer-related projects and tasks because they all share the same view of those projects and tasks. In addition, users can assign many types of data to tasks from Agile CRM, including activities and contacts. This way, they can ensure that information about their customers is always up-to-date in Agile CRM.

  • Integration increases visibility of contacts in Agile CRM

Users can add contacts to their projects in Todoist, which makes it easier to reference them in Agile CRM. They can also add comments and files to their contacts’ profiles in Agile CRM using the integrations between Todoist and Agile CRM. This way, they can create more comprehensive profiles for contacts without having to switch between different applications. Furthermore, if users want to send reminders about a contact’s upcoming event or project deadline to their cpleagues, they can do so by adding these to the task in Todoist because these will also appear in Agile CRM. In this way, users benefit from having a broader view of their contacts and better cplaboration between team members across different departments on customer-related projects and tasks.

  • Integration improves cplaboration on projects and tasks

Agile CRM allows users to create projects and tasks and add them to existing projects or tasks in Todoist. In turn, Todoist allows users to add information about projects or tasks to Agile CRM. This way, users can refer to information about projects or tasks that they created in one application in the other application without having to switch between them. For example, if a user wants to know which projects or tasks she is assigned to or what tasks she needs to do next in her current project, she can refer to those in Agile CRM because they were created in Todoist. In this way, Todoist users benefit from using a task management application for cplaboration on customer-related projects and tasks in their organization while also being able to refer to them in Agile CRM for reporting purposes.

The process to integrate Todoist and Agile CRM 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.