Integrate Customerly with Todoist

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Want to explore Customerly + Todoist quick connects for faster integration? Here’s our list of the best Customerly + Todoist quick connects.

Explore quick connects

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Connect Customerly + Todoist in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

  • Mark Task as Completed

    Mark Task as Completed.

How Customerly & Todoist Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Todoist as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Todoist.

    (2 minutes)

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

Integration of Customerly and Todoist

Customerly is a simple way to see what you have to do. You can check the list of tasks and mark them as your priority. Then you will always remember about the most important things.

Todoist is a powerful task management top for organizing your life. Todoist offers integrations with some third party services like Slack, Appy Pie Connect, IFTTT, Google Calendar, and more. Therefore you can connect Todoist with other services and get notifications about new tasks directly in your emails or chat.

A great advantage of Customerly is its integration with Todoist. Using integrations you can quickly add tasks to Todoist. Therefore this task manager turns into an effective customer relationship management system (CRM. which will help you remember about your clients and offers and opportunities.

Integration of Customerly and Todoist

In order to integrate Todoist with Customerly you need to go to Settings -> Integrations -> Connect to Todoist. There you can choose what kind of data should be synchronized. tasks, projects, labels or comments. So you can choose what data should be synchronized between two tops.

Benefits of Integration of Customerly and Todoist

There are several reasons why it is beneficial to use integrations of these tops:

You can create a separate project for each client and add all the information about him using Customerly. Then you can send an email with the link to this project to your client and he will get access to all the information about himself in one place. You can integrate your tasks with Slack, which will allow you to notify your employees about new tasks without going through complicated process of creating new threads in Slack. This is especially helpful when there is a large number of employees in your company. If you want to share your thoughts with someone, you can add comment to any task with Customerly. This comment will be instantly sent to your recipient who will be able to read it right after receiving it. This feature may be useful if you want to update the status of some task or want to report some information about it to someone else. If you need to organize some event with your teammates, you can create a project in Todoist with all the information about this event and add it to a specific area in Customerly by sending a link in an email. Then you will be able to push notifications about this event right into the inboxes of your coworkers straight from Todoist. You can create a separate project for each client in Todoist and add all the information about him using Customerly. You will be able to add tasks for each client and make sure that all the information about this client is available in one place. Later when you meet with this client you will have everything you need for the meeting ready and won’t forget anything important. You can add as many tasks as you want from Customerly and then go to Todoist and complete all of them using one-click task creation feature which is available in Todoist Premium plans. So it is much easier than adding lots of tasks manually in Todoist. You can use Email notifications feature in Todoist which allows you to get notifications about new tasks in your inbox automatically after creating them in Customerly. This will help you stay focused on your work since it is much easier to deal with tasks that are located in one place without time-wasting switching between different apps and websites.

The integration between Customerly and Todoist will allow you to forget about managing all the information about your customers separately and properly using different tops for each task. All the information about your clients will be organized in one place where you can reach them whenever necessary and share them with other members of your team easily.

The process to integrate Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm