Overloop + Todoist
Create Todoist tasks for new Overloop deals won
After your sales team wins a deal you have to act. This automation creates a task in Todoist when a deal is marked as won in Overloop. Now, you'll be poised to generate a contract, organize a meeting with the post-sales team, send a thank you letter, etc.
After your sales team wins a deal you have to act. This automation creates a task in Todoist when a deal is marked as won in Overloop. Now, you'll be poised to generate a contract, organize a meeting with the post-sales team, send a thank you letter, etc.
- When this happens...Deal Won
Triggers when a new deal is won.
- automatically do this!Create Task
Creates a new task.
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About Overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Todoist
Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
