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Todoist + Salesforce Integrations

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

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Todoist and Salesforce 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 + Salesforce in easier way

It's easy to connect Todoist + Salesforce 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.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Todoist & Salesforce 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 Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce 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 Salesforce

Todoist is a productivity app that allows users to manage their tasks and projects. It has several options that allow users to manage their tasks, such as setting reminders, assigning tasks to others, and creating recurring tasks. Another productivity app is Salesforce, which is used for business and customer management. The two apps are integrated with each other, which makes it easier for users to manage their tasks and projects. This article will cover the integration of Todoist and Salesforce, the benefits of the integration, and how the integration helps users manage their tasks and projects.

Integration of Todoist and Salesforce

The integration of Todoist and Salesforce allows users to make task assignments on Salesforce using Todoist as a platform to create tasks. Users can also create tasks in Todoist from Salesforce. After creating the task in Todoist or in Salesforce, the task will be synchronized between both platforms automatically. This feature allows users to complete tasks easily by not having to switch back and forth between different applications. This also allows users who use both apps to share information between them more easily. For example, if there is a project that requires a lot of effort and needs multiple people working on it, then all the team members can work on the project from within Todoist or from within Salesforce. When they are done with their part of the project, the users can sync both platforms to see what the status of their work is in each app.

Benefits of Integration of Todoist and Salesforce

The integration of Todoist and Salesforce allows users to take advantage of certain features that are only available when both apps are connected together. For example, if users want to set a reminder for an upcoming meeting, they can create a task in Todoist using an upcoming meeting as the reminder date. In addition, users can also include relevant notes about the upcoming meeting in the task so that they do not forget anything at the meeting. If users have no more meetings scheduled for the day, they can assign this task to another person who is also connected with Todoist and Salesforce. The task will be transferred to that person’s list of tasks so that he/she can work on it when it becomes available. Users can also set a due date for the task so they can remind themselves when the deadline for the task is approaching. In addition, users can also set reminders in Todoist or in Salesforce when they want to tell themselves about something but do not have time to create a new task. When the reminder goes off, they can see what they need to remember in their calendar or in their emails on Salesforce.

The integration of Todoist and Salesforce makes it easier for users to manage their tasks and projects because they do not need to switch between different applications anymore whenever they want to add new tasks or appointments to their calendar from one app or the other. Because both apps are connected together, information about the tasks, appointments, and projects are synchronized across both platforms automatically so users can check their calendars or emails to see how much progress has been made on their tasks and projects in each app.

The process to integrate Todoist and Salesforce 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.