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Pipedrive + Todoist

Update Pipedrive deals when new completed tasks emerge in Todoist

Keep your sales process on track by connecting Todoist and Pipedrive with this efficient workflow. When you complete a task in Todoist, this automation updates the corresponding deal in Pipedrive, ensuring that your deals stay up-to-date and organized without any manual effort. Simplify your work and stay focused on closing deals with this seamless Todoist to Pipedrive connection.

Keep your sales process on track by connecting Todoist and Pipedrive with this efficient workflow. When you complete a task in Todoist, this automation updates the corresponding deal in Pipedrive, ensuring that your deals stay up-to-date and organized without any manual effort. Simplify your work and stay focused on closing deals with this seamless Todoist to Pipedrive connection.

  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
    Update Deal

    Updates an existing 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

Related categories

  • 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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