Integrate Todoist with Customerly

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

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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 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.

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

Explore quick connects
Connect Todoist + Customerly in easier way

It's easy to connect Todoist + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 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.

How Todoist & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Todoist and Customerly

Todoist

Todoist is a to-do app which allows users to create and manage their tasks. The app is available on Android, iOS, Mac, Windows, and web. The app enables users to set reminders and priorities for each task. It also features cplaboration features such as shared projects and sub-tasks. It also has Google Drive export and import features.

Customerly

Customerly is an integrated customer service software for small businesses. The software is used by companies to manage their customer interactions. Customerly has a CRM feature which allows users to keep track of their leads and interactions with them. The software can be synced with many business apps such as Salesforce, Mailchimp, Shopify, Mailgun, Freshdesk, Mailjet, Appy Pie Connect, Twilio, Stripe, Trello, Slack and more. The software enables users to view reports regarding their customer activity, such as how many leads they have gained since the beginning of the month or how many messages they have sent or received so far. The software also allows users to view reports on the number of customers who have signed up for their services, number of customers who have cancelled their services, number of customers they have interacted with and more.

Integration of Todoist and Customerly

Integrating Todoist and Customerly could help businesses increase productivity. This integration would allow them to manage their tasks in one app instead of using separate apps for each task. For example, if a company wants to send an email campaign to its customers about a new promotion that it’s running, it would have to use two apps to do so. It would have to log into their email account to write the email and then log into their CRM app to send it out to customers. However, if these two apps were integrated, all it would need to do is log into one app and send the email from there. This would save time and prevent confusion for the user. This integration could also help improve cplaboration between employees. They could all see what others are working on and communicate with each other easily through the CRM feature of the app. This would give a better overview of the project at hand and help everyone work better together.

Benefits of Integration of Todoist and Customerly

If this integration was implemented correctly, it could help improve employee productivity as well as reduce employee stress levels. Employees would not have to switch between apps constantly in order to complete their tasks and would feel less stressed because they would know that they could access all the information they needed in one place. Another benefit of this integration would be that employees would feel more appreciated. When tasks are completed successfully and lead to happy customers who continue using the company’s services, it would be reflected in the company’s growth in terms of number of customers and revenues earned. This would make employees feel more appreciated because they have contributed towards the success of the company by doing their job properly and helping customers enjoy their experience with the company’s products or services.

The process to integrate Todoist and Customerly 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 November 09,2022 06:11 pm