Agile CRM + Toodledo Integration

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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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Agile CRM + Toodledo Integration
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo
  • Toodledo
    Task is assigned to a context in Toodledo
  • Toodledo
    New starred task is added in Toodledo
  • Toodledo
    New task is added in a folder in Toodledo
  • Toodledo
    New note is created in Toodledo
  • Toodledo
    New folder is created in Toodledo
  • Toodledo
    New context is created in Toodledo
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Toodledo
    Create a new task in Toodledo
  • Toodledo
    Create a new context in Toodledo
  • Toodledo
    Create a new note in Toodledo
  • Toodledo
    Create a new folder in Toodledo
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