?>

Todoist + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Todoist + Agile CRM

  • Todoist Agile CRM

    Todoist + Agile CRM

    Add Score to Contact in Agile CRM when New Complete Task is created in Todoist Read More...
    Close
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Agile CRM Add Score to Contact
  • Todoist Agile CRM

    Todoist + Agile CRM

    Add Event in Agile CRM when New Complete Task is created in Todoist Read More...
    Close
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Agile CRM Add Event
  • Todoist Agile CRM

    Todoist + Agile CRM

    Create Company to Agile CRM from New Complete Task in Todoist Read More...
    Close
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Agile CRM Create Company
  • Todoist Agile CRM

    Todoist + Agile CRM

    Create or Update Contact to Agile CRM from New Complete Task in Todoist Read More...
    Close
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Agile CRM Create or Update Contact
  • Todoist Agile CRM

    Todoist + Agile CRM

    Create Deal to Agile CRM from New Complete Task in Todoist Read More...
    Close
    When this happens...
    Todoist New Complete Task
     
    Then do this...
    Agile CRM Create Deal
  • Todoist {{item.actionAppName}}

    Todoist + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
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 authenticate it on Appy Pie Connect.

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick Agile CRM 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 Todoist to Agile CRM.

    (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.