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
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 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.
Pipedrive + TodoistInvite User to Project in Todoist when New Deal is created in Pipedrive Read More...
Pipedrive + TodoistInvite User to Project in Todoist when New Activity is created in Pipedrive Read More...
Pipedrive + TodoistCreate Task from Todoist from Organization Matching Filter to Pipedrive Read More...
It's easy to connect Pipedrive + Todoist without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers upon completion of a task on a project.
Triggers when you add an incomplete task to a project.
Triggers upon creation of every new project.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
Creates a new task.
Sends an e-mail to a person, inviting them to use one of your projects.
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.
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.
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.