Agile CRM + Toodledo Integration

Connect Agile CRM to Toodledo - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Toodledo automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Agile CRM & Toodledo using Integrately.
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Agile CRM + Toodledo Integration

Create Toodledo task for new Agile CRM contact

Agile CRM and Toodledo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in Toodledo? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agile CRM + Toodledo Integration

Create Toodledo task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Toodledo is a great tool for this.

All you need to do is - integrate Toodledo with Agile CRM to create task in Toodledo automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + Toodledo Integration

Create Toodledo task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Toodledo to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Toodledo, creating task in Toodledo is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.
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Create Your Own Agile CRM & Toodledo Integration Without Any Code

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2. Select what action you want to automate
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Agile CRM + Toodledo Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation whenever a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation whenever a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation whenever a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation whenever a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation whenever a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation whenever a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation whenever a new case is created

  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo

    Automatically creates a new appointment task

  • Toodledo
    Task is assigned to a context in Toodledo

    Triggers the automation whenever any task is marked completed

  • Toodledo
    New starred task is added in Toodledo

    Triggers the automation whenever a new task is created

  • Toodledo
    New task is added in a folder in Toodledo

    Triggers the automation whenever a task is assigned to a context

  • Toodledo
    New note is created in Toodledo

    Triggers the automation whenever a new starred task is added

  • Toodledo
    New folder is created in Toodledo

    Triggers the automation whenever a new note is created

  • Toodledo
    New context is created in Toodledo

    Triggers the automation whenever a new folder is created

2.
  • Agile CRM
    Create contact in Agile CRM

    Automatically adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Automatically updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Automatically assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Automatically assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Automatically generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Automatically creates a new task

  • Agile CRM
    Add note in Agile CRM

    Automatically adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Automatically finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Automatically find information about a company

  • Agile CRM
    Create company in Agile CRM

    Automatically generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Automatically subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Automatically schedule an event

  • Toodledo
    Create a new task in Toodledo

    Triggers the automation whenever a new context is created

  • Toodledo
    Create a new context in Toodledo

    Automatically creates a new folder

  • Toodledo
    Create a new note in Toodledo

    Automatically creates a new task

  • Toodledo
    Create a new folder in Toodledo
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Integrate Agile CRM & Toodledo In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Toodledo With 1200+ Other Apps

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Toodledo combines the best of organizational apps with the simplicity of a notepad. Use it to create lists, notes, reminders, and checklists for work, school, home, and play. It's fast and easy to use all day long.

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