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Set up your first integration
Quickly connect Salesforce to Todoist with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Todoist - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Invite User to Project" in Todoist.
You’re connected!
Zapier seamlessly connects Salesforce and Todoist, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Todoist
Track closed deals in Todoist.
When an opportunity is closed in Salesforce, Zapier will automatically create a task in Todoist. This keeps business owners organized by ensuring each deal is logged for follow-up or additional action, reducing the risk of missed opportunities.
Business Owner
Track requests from Salesforce in Todoist.
Whenever a new case is added in Salesforce, Zapier sends it to Todoist as a task. This helps engineers manage and prioritize technical cases efficiently, improving response times and task organization.
EngineeringOrganize follow-ups for new contacts.
When a new contact is added to Salesforce, Zapier creates a task in Todoist to follow up. This ensures consistent communication with potential clients, improving efficiency and response times.
Sales OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Todoist on the Zapier blog
Frequently Asked Questions about Salesforce + Todoist integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Todoist
How can I set up a connection between Salesforce and Todoist using your service?
To set up a connection between Salesforce and Todoist, simply log into your Zapier account, select the apps you want to connect, and choose the trigger in Salesforce (like a new lead or opportunity created) and the action in Todoist (such as creating a new task or project). Our interface will guide you through the necessary authentication steps for each application.
What triggers in Salesforce can I use to automate tasks in Todoist?
You can use triggers such as 'New Lead', 'Updated Opportunity', or 'New Custom Object' in Salesforce. These can then be used to automatically create tasks or update projects in Todoist based on your specific workflow.
Can I create tasks in Todoist when an opportunity is updated in Salesforce?
Yes, you can create a task in Todoist whenever an opportunity is updated in Salesforce. You'll need to set an 'Updated Opportunity' trigger in Salesforce and pair it with the 'Create Task' action in Todoist using our platform.
Is it possible to update due dates for my todo items based on changes in Salesforce records?
Absolutely! You can set up automations where updates to records like closing dates of opportunities trigger changes to due dates of corresponding tasks in Todoist through our app integration.
Do I need any coding skills to connect these two platforms?
No coding skills are required. Our platform provides an intuitive interface that allows you to connect Salesforce and Todoist through simple, guided steps. All technical details are handled by us.
Can notifications from Salesforce appear as tasks or subtasks in Todoist?
Yes, you can configure certain notifications from Salesforce, like contract expirations or follow-up reminders, to automatically generate tasks or subtasks within your Todoist projects.
How secure is the data transfer between Salesforce and Todoist using this integration?
We prioritize security with every integration. Data transferred between Salesforce and Todoist is encrypted using industry-standard protocols both at rest and during transit to ensure maximum protection of your information.
