Salesforce + Todoist
Create Salesforce leads from new completed Todoist tasks
Effortlessly streamline your sales process with this Todoist and Salesforce integration. When you complete a task in Todoist, a lead will be added to a Salesforce campaign, ensuring your sales team stays on top of their leads without having to manually update records. Boost productivity and never miss a lead opportunity with this simple yet powerful workflow.
Effortlessly streamline your sales process with this Todoist and Salesforce integration. When you complete a task in Todoist, a lead will be added to a Salesforce campaign, ensuring your sales team stays on top of their leads without having to manually update records. Boost productivity and never miss a lead opportunity with this simple yet powerful workflow.
- 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
