Copper + Todoist
Create tasks in Todoist for new leads in Copper
Stay on top of your sales pipeline by adding new leads from Copper to Todoist as tasks. With this workflow, each time you add a new lead in Copper, a corresponding task will be created in Todoist, ensuring you never miss a follow-up. Keep your sales process smooth and efficient with this easy automation.
Stay on top of your sales pipeline by adding new leads from Copper to Todoist as tasks. With this workflow, each time you add a new lead in Copper, a corresponding task will be created in Todoist, ensuring you never miss a follow-up. Keep your sales process smooth and efficient with this easy automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Task
Creates a new task.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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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!).
