Salesforce + Todoist
Create tasks in Todoist for new Salesforce records
Effortlessly stay on top of your sales tasks with this Salesforce to Todoist automation. Whenever a new record is created in Salesforce, a task will be added to your Todoist, keeping your to-do list organized and up-to-date. Streamline your workflow and prioritize your sales activities without missing a beat.
Effortlessly stay on top of your sales tasks with this Salesforce to Todoist automation. Whenever a new record is created in Salesforce, a task will be added to your Todoist, keeping your to-do list organized and up-to-date. Streamline your workflow and prioritize your sales activities without missing a beat.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Task
Creates a new task.
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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!).
