Salesforce + Todoist
Create Salesforce leads from new completed tasks in Todoist
Effortlessly manage your sales pipeline by connecting Todoist and Salesforce with this handy workflow. Whenever a task is marked as completed in Todoist, a new lead will be added to your chosen campaign in Salesforce. Improve your efficiency and ensure no opportunity slips through the cracks with seamless integration between your task management and sales tools.
Effortlessly manage your sales pipeline by connecting Todoist and Salesforce with this handy workflow. Whenever a task is marked as completed in Todoist, a new lead will be added to your chosen campaign in Salesforce. Improve your efficiency and ensure no opportunity slips through the cracks with seamless integration between your task management and sales tools.
- When this happens...New Completed Task
Only for Todoist Premium users! Triggers when you complete a task (including recurring tasks) on a project.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
- Free forever for core features
- 14 day trial for premium features & apps
