Todoist + Zoho CRM
Create tasks in Todoist for new leads in Zoho CRM
Instantly stay on top of your sales pipeline and never miss a follow-up with this automation. When a new lead is added in Zoho CRM, it will create a task in Todoist so you can efficiently manage your to-dos. This workflow ensures you never lose track of important action steps for your potential clients, helping you close deals faster and more efficiently.
Instantly stay on top of your sales pipeline and never miss a follow-up with this automation. When a new lead is added in Zoho CRM, it will create a task in Todoist so you can efficiently manage your to-dos. This workflow ensures you never lose track of important action steps for your potential clients, helping you close deals faster and more efficiently.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Task
Creates a new task.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
