Method CRM + Todoist
Create tasks in Todoist for every new opportunity in Method CRM
Stay on top of your tasks and sales opportunities with this efficient workflow. Once a new opportunity arises in Method CRM, it will immediately create a task in Todoist. This ensures you don’t miss crucial sales prospects and helps you prioritize and manage your tasks efficiently. Improve your productivity and track potential sales effortlessly with this seamless integration of Method CRM and Todoist.
Stay on top of your tasks and sales opportunities with this efficient workflow. Once a new opportunity arises in Method CRM, it will immediately create a task in Todoist. This ensures you don’t miss crucial sales prospects and helps you prioritize and manage your tasks efficiently. Improve your productivity and track potential sales effortlessly with this seamless integration of Method CRM and Todoist.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
