This automation scenario allows you to connect Pipedrive and Todoist
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pipedrive and Todoist can also be integrated using automation tools other than ifttt:
When this trigger fires in Pipedrive
This trigger fires when there is a new activity.
Then this action happens in Todoist
This Action will create a new task in the project and section you specify.
This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive activities to Todoist as tasks.
Part I
First, we need to connect Pipedrive and Todoist to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Pipedrive to IFTTT.
Give IFTTT access to your Pipedrive account, using Pipedrive credentials.
Connect Todoist to IFTTT.
Give IFTTT access to your Todoist account, using Todoist credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Pipedrive
Choose the following trigger: New activity (This trigger fires when there is a new activity.).
Then set up an Action for Todoist
Choose this action: Create task (This Action will create a new task in the project and section you specify.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Todoist.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive activities to Todoist as tasks!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Creates a new task.
Creates a new project.
Marks a task as being completed.
Creates a task.
Updates an existing task.
Sends an e-mail to a person, inviting them to use one of your projects..
Pipedrive alternatives
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.