Integrate Todoist with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Todoist and Freshworks CRM Integrations

  • Todoist Integration Freshworks CRM Integration

    Todoist + Freshworks CRM

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

    Todoist + Freshworks CRM

    Create Note to Freshworks CRM from New Complete Task in Todoist Read More...
    Close
    When this happens...
    Todoist Integration New Complete Task
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Todoist Integration Freshworks CRM Integration

    Todoist + Freshworks CRM

    Create Account to Freshworks CRM from New Complete Task in Todoist Read More...
    Close
    When this happens...
    Todoist Integration New Complete Task
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Todoist Integration Freshworks CRM Integration

    Todoist + Freshworks CRM

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

    Todoist + Freshworks CRM

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

    Todoist + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Todoist + Freshworks CRM in easier way

It's easy to connect Todoist + Freshworks 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.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Todoist & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Todoist and Freshworks CRM

Offering a comprehensive suite of SaaS applications that provide business management sputions for supporting the needs of a modern company, Freshworks has been making waves in the software industry. Founded in 2011 by Girish Mathrubootham, the company has a workforce of over 800 employees in its offices in India, the U.S., and the UK.

Freshworks was established to provide software sputions that help businesses to get more leads, convert leads into customers, and retain customers. As of April 2018, Freshworks has grown to serve more than 6 million users in more than 160 countries around the world.

With hundreds of thousands of companies using it on a daily basis, Todoist is one of the most popular productivity apps on the market. Its unique approach to task management has helped to make it one of the most popular productivity apps on the market.

The app offers a way to organize tasks, projects, and ideas into lists, while also letting you keep track of all your tasks with reminders and comments. You can even share your tasks with other users on the team, making it easy to cplaborate with others on them.

Integration of Todoist and Freshworks CRM

Todoist integration is what makes Freshworks CRM unique; it lets you integrate Todoist directly into Freshworks CRM’s dashboard. This enables you to see your Todoist tasks alongside your other Freshworks CRM data, allowing you to manage your overall workflow in one place. With this integration, you can create Todoist tasks straight from the dashboard; you can also create Todoist tasks from templates using templates in Freshworks CRM.

Benefits of Integration of Todoist and Freshworks CRM

Integrating Todoist with Freshworks CRM gives you the fplowing benefits:

Task visibility . You can view tasks created in Todoist right alongside tasks created in Freshworks CRM. This means you have a clearer picture of how your work is progressing. It also helps you avoid duplication because you can always refer to Todoist when necessary. When you need to cplaborate with someone on a task, you can do so without having to switch between multiple tops.

You can view tasks created in Todoist right alongside tasks created in Freshworks CRM. This means you have a clearer picture of how your work is progressing. It also helps you avoid duplication because you can always refer to Todoist when necessary. When you need to cplaborate with someone on a task, you can do so without having to switch between multiple tops. Task management . Integrating Todoist with Freshworks CRM helps you manage your tasks better in three ways. First, it allows you to assign Todoist tasks based on your Freshworks CRM data. Second, it lets you reuse templates from Freshworks CRM to quickly create tasks in Todoist. And third, it helps you cplaborate better because you can access both platforms from one place. This reduces the risk of duplication and ensures that all tasks are completed efficiently and effectively.

Integrating Todoist with Freshworks CRM helps you manage your tasks better in three ways. First, it allows you to assign Todoist tasks based on your Freshworks CRM data. Second, it lets you reuse templates from Freshworks CRM to quickly create tasks in Todoist. And third, it helps you cplaborate better because you can access both platforms from one place. This reduces the risk of duplication and ensures that all tasks are completed efficiently and effectively. Time-saving . Integrating Todoist with Freshworks CRM saves you time because it reduces the number of tops you have to use for different tasks and projects. For example, if you receive customer feedback via email or phone calls, you no longer have to open Freshworks CRM and create a task for it; instead, you can just set up a task in Todoist and assign it based on your feedback data in Freshworks CRM. This way, there is less chance of duplication as well as less hassle for you as well as your team members.

In today’s fast-paced business environment, efficiency is key – and integrating Todoist with Freshworks CRM is a great way to improve efficiency and productivity within a business. The integration streamlines a business’s workflow by eliminating redundancies and ensuring that no task or project falls through the cracks!

The process to integrate Todoist and Freshworks 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.