Salesforce + Todoist
Create tasks in Todoist for new leads in Salesforce
Stay on top of prospects effectively by linking Salesforce and Todoist. With this workflow, as soon as a new lead is identified in Salesforce, a task is generated in Todoist. This effortless connection ensures you never miss following up on an important lead and helps you streamline your sales process in a seamless way.
Stay on top of prospects effectively by linking Salesforce and Todoist. With this workflow, as soon as a new lead is identified in Salesforce, a task is generated in Todoist. This effortless connection ensures you never miss following up on an important lead and helps you streamline your sales process in a seamless way.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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!).
