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Pipedrive + Todoist

Create Pipedrive deals for new completed Todoist tasks

Keep your sales pipeline organized and up-to-date by creating a deal in Pipedrive when you complete a task in Todoist. This workflow streamlines your process, saving you time and allowing you to focus on closing deals and growing your business. Simply mark a task as done in Todoist, and a new deal will be added to Pipedrive, ensuring your sales progress stays on track.

Keep your sales pipeline organized and up-to-date by creating a deal in Pipedrive when you complete a task in Todoist. This workflow streamlines your process, saving you time and allowing you to focus on closing deals and growing your business. Simply mark a task as done in Todoist, and a new deal will be added to Pipedrive, ensuring your sales progress stays on track.

  1. When this happens...
    TodoistTodoist
    New Completed Task

    Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Project

    Trigger
    Scheduled
    Try It
  • Todoist triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • TaskRequired

    Action
    Write
    • TaskRequired

    • CommentRequired

    Action
    Write
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • E-Mail AddressRequired

    Action
    Write
    • TaskRequired

    • SectionRequired

    Action
    Write
    • ProjectRequired

    • CommentRequired

    Action
    Write
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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todoist logo
todoist logo

About 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!).

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