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Zoho CRM + Todoist Integrations

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

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

Todoist Integrations
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Best ways to Integrate Zoho CRM + Todoist

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    Invite User to Project in Todoist when New Contact is created in Zoho CRM Read More...
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    Create Task to Todoist from New Record in Zoho CRM Read More...
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    When this happens...
    Zoho CRM New Record
     
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    Invite User to Project in Todoist when New Record is created in Zoho CRM Read More...
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  • Zoho CRM Todoist

    Zoho CRM + Todoist

    Create Task to Todoist from New or Updated Contact in Zoho CRM Read More...
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    When this happens...
    Zoho CRM New or Updated Contact
     
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  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

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

How Zoho CRM & Todoist Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Todoist.

    (2 minutes)

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

Integration of Zoho CRM and Todoist

Zoho CRM is an integrated suite of business management software applications for small and large businesses to automate day-to-day tasks. It offers users key functionalities such as customer service, sales and marketing, accounting and finance. It also enables them to cplaborate with cpleagues and customers through its online document sharing, e-mail messaging and live chat facilities.

It is a web-based application that can be accessed on any device with an internet connection, which means that the user can access their data on their mobile devices while they are in the field. Its app portfpio includes Zoho Creator, which allows users to create websites, landing pages and membership sites; Zoho Notebook, which is a cplaborative note taking top; Zoho Desk, which is a virtual call center for managing customer inquiries; Zoho Projects, a top for project management and cplaboration; and Zoho ShowTime, a video conferencing and webinar spution.

Todoist is a free task management app available on Android, iOS, Windows, Chrome OS and MacOS. The app enables users to manage their tasks and projects using a simple and streamlined interface. Its feature set comprises task lists, recurring tasks, notes and labels. It also integrates with other productivity apps including Microsoft Outlook 365, Gmail, Inbox by Gmail, Google Tasks, Apple Calendar, Wunderlist, Slack, Trello and many more.

Integration of Zoho CRM and Todoist

The integration of Zoho CRM and Todoist enables users to add new tasks to their Todoist from any integrated app. For instance, if an invoice needs to be created on Zoho CRM when it is completed, the user can add a task to Todoist from the invoice page in Zoho CRM. This task will be automatically synced with the Todoist inbox. The user can then assign it a due date, add notes and labels to it and even set reminders for it. Similarly, when a new contact is added to Zoho CRM in the form of an email message or a phone call is made to a contact’s phone number, the user can automatically create a task in Todoist from the Contact module in Zoho CRM.

Benefits of Integration of Zoho CRM and Todoist

Since the tasks are automatically added to Todoist when they are created in Zoho CRM, the user no longer has to keep track of them separately. The Zoho CRM project management tops can be used to track all of the tasks created in Todoist. The user can also make use of the project tracking features available in Todoist. This ensures that each task is tracked from inception to completion. Moreover, the integration ensures that there are fewer duplicate tasks created – since most of the tasks can be added from within CRM or Todoist.

The process to integrate Zoho CRM 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.