Close + Todoist Integration

Q: Can I automatically create Todoist tasks when a new lead is added in Close?

Yes, you can automatically create a Todoist task the moment a new lead is created in Close. Start with a ready automation in one click or configure custom steps with Integrately AI.

Q: Can I connect Close, Todoist, and Slack?

You can connect all three apps together to create tasks in Todoist from Close leads and notify your team in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Todoist?

Integrately is a top-rated alternative for Close and Todoist automation, offering 20 million+ templates, 24/5 live chat support, and 3x lower cost than most alternatives.

Q: How does Close handle lead data during integration?

Lead data created or updated in Close is securely transferred to your connected apps using ready automations. There's a ready template — start from the Close and Todoist integration.

Q: Can Todoist trigger actions in Close when tasks are completed?

You can update Close leads or opportunities whenever a task is marked as completed in Todoist using ready automations. There's a ready template — start from the Close and Todoist integration.

Q: Do I need coding skills to automate Close and Todoist?

No coding skills are needed to connect Close and Todoist. You can use ready templates or describe your workflow to Integrately AI to set it up instantly.

Q: Is the Close and Todoist integration free?

You can start connecting Close and Todoist with a free forever plan on Integrately. Premium features are also available with a 14-day trial.

Integrate Close to Todoist in one click, or tell Integrately AI how you want each lead handled. Create tasks, update leads, manage projects, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Task is created in Todoist
Task is completed in Todoist Instant
Task is updated in Todoist Instant
Task is incompleted in Todoist Instant
Task is deleted in Todoist Instant
Project is created in Todoist
Label is created in Todoist
Label is updated in Todoist Instant
Label is deleted in Todoist Instant
Section is created in Todoist
Section is updated in Todoist Instant
Comment is added in Todoist Instant
Comment is updated in Todoist Instant
Comment is deleted in Todoist Instant
Project is updated in Todoist Instant

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create task in Todoist
Add comment to task in Todoist
Search task by name in Todoist
Mark task as completed in Todoist
Update task in Todoist
Delete task in Todoist
Create project in Todoist
Add comment to project in Todoist
Create label in Todoist
Create section in Todoist
Get project by Id in Todoist

Trusted by experts at...

Ready Workflows for Close + Todoist Integration

Create tasks from leads, update project statuses, sync notes, manage follow-ups, and keep schedules updated, all in just one click.

Create Todoist task for new Close contact

Close and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a task in Todoist? 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.

Activate

Create Todoist task for new Close task

Close 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 Close. Todoist is a great tool for this.

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

Activate

Create Todoist task for new Close opportunity

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

With our integration between Close and Todoist, creating task in Todoist is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Todoist to keep your team up-to-date.

Activate

When Contact is created in Close > Check any condition > Create task in Todoist

Close + Todoist Integration

Activate

When Contact is updated in Close > Check any condition > Create task in Todoist

Close + Todoist Integration

Activate

When Lead is created in Close > Check any condition > Create task in Todoist

Close + Todoist Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Todoist flow

Teams typically want to notify teammates, log meetings, and schedule follow-ups once tasks and leads sync. Pick a combination and activate it in one click.

Google Calendar (4)

Gmail (4)

Slack (4)

HubSpot (4)

Calendly (4)

Zoom (4)

Create a Google Calendar event from every new Close lead and Todoist task

Schedule calendar events automatically when leads arrive in Close and tasks open in Todoist.

When a Google Calendar event is created, create a task in Todoist and a lead in Close

Capture calendar bookings as new leads in Close and actionable tasks in Todoist instantly.

When a Todoist task is completed, update the Google Calendar event and Close lead

Keep your calendar and CRM updated automatically when Todoist tasks are marked complete.

If a Close lead status changes to qualified, schedule a Google Calendar follow-up and create a Todoist task

Automate follow-up scheduling and task creation when Close leads move to qualified status.

Send a Gmail welcome email for every new Close lead and create a Todoist task

Automate email outreach and task creation when a new lead is added in Close.

When a Gmail email is received, create a Close lead and a Todoist task

Turn inbound email inquiries into Close leads and Todoist tasks instantly.

When a Todoist task is completed, send a confirmation email in Gmail and update the Close lead

Notify stakeholders via Gmail and update Close when Todoist tasks are finished.

If a Close opportunity is won, send a congratulatory Gmail message and create onboarding tasks in Todoist

Celebrate wins and trigger client onboarding tasks in Todoist when Close deals close.

Notify your team on Slack for every new Close lead and Todoist task

Alert sales channels in Slack whenever Close generates a lead and Todoist opens a task.

When a Todoist task is completed, update the Close lead and post an update in Slack

Announce task completion in Slack and sync status changes back to Close.

If a Close deal value exceeds threshold, create a Todoist task and alert management in Slack

Alert managers in Slack and create high-priority Todoist tasks for large Close deals.

When a Todoist project is created, create a corresponding Close lead and announce it in Slack

Sync new Todoist projects with Close leads and announce them in Slack.

Sync every new HubSpot contact to Close and create a follow-up task in Todoist

Bridge HubSpot contacts into Close leads and generate Todoist tasks automatically.

When a Todoist task is completed, update the HubSpot deal and Close lead

Keep HubSpot deals and Close leads updated when Todoist tasks finish.

When a Close lead is created, create a HubSpot contact and a Todoist task

Instantly duplicate Close leads into HubSpot contacts and open Todoist tasks.

If a HubSpot deal stage updates, create a Todoist task and update the Close opportunity

Automate task creation in Todoist and opportunity updates in Close when HubSpot deals move.

Create a Close lead and a Todoist task for every new Calendly booking

Turn Calendly bookings into Close leads and Todoist preparation tasks automatically.

When a Todoist task is completed, update the Calendly invitee notes and Close lead

Sync task completions back to Calendly invitee records and Close leads.

When a Close lead is updated, check Calendly and create a Todoist task

Review Calendly schedules and open Todoist tasks whenever Close leads are updated.

If a Calendly meeting is canceled, update the Close lead and complete the Todoist task

Automate lead status updates in Close and task completion in Todoist upon meeting cancellations.

Create a Zoom meeting for new Close leads and add a prep task in Todoist

Schedule Zoom meetings for new Close leads and open prep tasks in Todoist automatically.

When a Zoom meeting ends, create a Todoist task and update the Close lead record

Generate follow-up tasks in Todoist and update Close leads after Zoom calls conclude.

When a Todoist task is completed, update the Zoom meeting details and Close lead

Sync task completions with Zoom meeting updates and Close lead records.

If a Zoom recording is ready, attach notes in Close and create a review task in Todoist

Attach Zoom recording notes to Close leads and create review tasks in Todoist.

Supported triggers and actions for Close and Todoist

Mix and match to build the exact automation you need

Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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Todoist Triggers & Actions

Task is created in Todoist

Triggers the automation when a new task is created

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Instant

Task is completed in Todoist

Triggers the automation when any task is completed

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Instant

Task is updated in Todoist

Triggers the automation when any task is updated

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Instant

Task is incompleted in Todoist

Triggers the automation when a task remains due past the due date

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Instant

Task is deleted in Todoist

Triggers the automation when a task is deleted

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Project is created in Todoist

Triggers the automation when a new project is created

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Label is created in Todoist

Triggers the automation when a new label is created

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Instant

Label is updated in Todoist

Triggers the automation when a label is updated

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Instant

Label is deleted in Todoist

Triggers the automation when any label is removed from the system

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Section is created in Todoist

Triggers the automation when a section is created

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Instant

Section is updated in Todoist

Triggers the automation when a section is updated

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Instant

Comment is added in Todoist

Triggers the automation when a comment is added

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Instant

Comment is updated in Todoist

Triggers the automation when a comment is updated

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Instant

Comment is deleted in Todoist

Triggers the automation when a comment is deleted

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Instant

Project is updated in Todoist

Triggers the automation when a project is updated

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What can you automate with Close + Todoist?

Streamline your daily operations by automatically turning leads into actionable tasks and keeping your project boards synchronized.

Get Started For Free

🎯

Turn every new lead into an actionable task

Capture every lead created in Close and instantly generate a corresponding task in Todoist. Your sales and task management stay perfectly synchronized.

📝

Map all submitted lead details into task descriptions

Transfer names, contact numbers, and custom notes from Close straight into your Todoist task descriptions. Every detail is preserved for follow-up.

🔔

Alert your team instantly when tasks open

Trigger instant notifications as soon as new tasks are created from your Close pipeline activities. Keep your team aligned on incoming work.

🔀

Route tasks based on lead status changes

Create different Todoist tasks depending on whether a Close lead is marked as qualified, lost, or won. Direct work to the right person automatically.

🔄

Keep project statuses updated as deals progress

Update task priorities in Todoist whenever Close opportunities move to new pipeline stages. Reflect your sales momentum in your task boards.

🔍

Search and update existing tasks to prevent duplicates

Check for existing tasks in Todoist before creating new ones from Close lead updates. Maintain a clean, organized project list.

✅

Sync task completions back to CRM records

Mark tasks as completed in Todoist and automatically update the corresponding lead status in Close. Close the loop on every piece of work.

🌐

Extend your workflow with Slack alerts

Connect Close and Todoist to Slack to post team updates whenever important sales tasks are created or completed. Keep everyone in the loop.

And much more...

Who is Close + Todoist integration for?

Connecting Close and Todoist helps sales teams, project managers, and founders eliminate manual data entry, streamline task assignments, and ensure every customer follow-up happens on time.

Sales Directors

Account Executives

Client Success Managers

Startup Founders

Project Coordinators

Operations Leads

📈

Sales Directors

You're reviewing conversion metrics from Close but your task assignments in Todoist lag behind, so your pipeline velocity reports are always incomplete — this integration means every new lead instantly generates the necessary task and your pipeline tracking stays accurate.

⚡

Account Executives

You manage incoming prospects in Close but manually copy follow-ups into Todoist, so high-priority deals sit unattended during busy hours — automating both apps means every lead automatically opens a task and your daily schedule populates without manual effort.

🤝

Client Success Managers

You handle client accounts in Close and track milestones in Todoist, but disconnected updates leave stakeholders uninformed about project progress — connecting these apps means every account change triggers immediate task updates and client visibility is maintained.

🏢

Startup Founders

You juggle customer acquisition in Close and operational tasks in Todoist, but context switching between apps wastes hours every week — this integration means your sales activities directly drive your task lists and your operational focus stays sharp.

📋

Project Coordinators

You depend on sales handoffs from Close to create project tasks in Todoist, but delayed communication stalls your team's workflow — automating both apps means task creation happens instantly upon lead creation and project kickoff moves forward without delays.

⚙️

Operations Leads

You audit customer pipelines in Close and task histories in Todoist, but missing records create blind spots in your quarterly reviews — with this integration, every activity syncs reliably and your audit trails remain complete.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Todoist

Build and manage your Close + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Close + Todoist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

How Integrately Works?

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Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

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😍

2,000 Tasks

in $19.⁹⁹

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How to connect Todoist with your apps: 9 Must-Have Todoist integrations

Manage time effectively and boost workflow efficiency with top Todoist integrations. Streamline your business processes effortlessly.

Frequently Asked Questions

How do I connect Close to Todoist?

You can connect Close to Todoist in just 1 click using ready templates on Integrately, or ask Integrately AI to build your custom workflow. It also works seamlessly with Slack, Gmail, and Google Calendar.

Can I automatically create Todoist tasks when a new lead is added in Close?

Can I connect Close, Todoist, and Slack?

What is a good Zapier alternative for Close and Todoist?

How does Close handle lead data during integration?

Can Todoist trigger actions in Close when tasks are completed?

Do I need coding skills to automate Close and Todoist?

Is the Close and Todoist integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Close or Todoist With 1500+ Other Apps

Popular Close Integrations

Connect Close to customer support, email marketing, and analytics platforms to manage and follow up on your leads.

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Close Integrations

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Popular Todoist Integrations

Sync Todoist with time tracking, document management, and communication tools to keep project tasks working across your stack.

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Todoist Integrations

No popular apps found

Close + Todoist Integration

Integrate Close to Todoist in one click, or tell Integrately AI how you want each lead handled. Create tasks, update leads, manage projects, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Todoist Integration

Create tasks from leads, update project statuses, sync notes, manage follow-ups, and keep schedules updated, all in just one click.

Create Todoist task for new Close contact

Create Todoist task for new Close task

Create Todoist task for new Close opportunity

When Contact is created in Close > Check any condition > Create task in Todoist

When Contact is updated in Close > Check any condition > Create task in Todoist

When Lead is created in Close > Check any condition > Create task in Todoist

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Todoist flow

Teams typically want to notify teammates, log meetings, and schedule follow-ups once tasks and leads sync. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Todoist

Mix and match to build the exact automation you need

What can you automate with Close + Todoist?

Streamline your daily operations by automatically turning leads into actionable tasks and keeping your project boards synchronized.

Who is Close + Todoist integration for?

Connecting Close and Todoist helps sales teams, project managers, and founders eliminate manual data entry, streamline task assignments, and ensure every customer follow-up happens on time.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Todoist

Build and manage your Close + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Todoist with your apps: 9 Must-Have Todoist integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Todoist With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Todoist Integration

Integrate Close to Todoist in one click, or tell Integrately AI how you want each lead handled. Create tasks, update leads, manage projects, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Todoist Integration

Create tasks from leads, update project statuses, sync notes, manage follow-ups, and keep schedules updated, all in just one click.

Create Todoist task for new Close contact

Create Todoist task for new Close task

Create Todoist task for new Close opportunity

When Contact is created in Close > Check any condition > Create task in Todoist

When Contact is updated in Close > Check any condition > Create task in Todoist

When Lead is created in Close > Check any condition > Create task in Todoist

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Todoist flow

Teams typically want to notify teammates, log meetings, and schedule follow-ups once tasks and leads sync. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Todoist

Mix and match to build the exact automation you need

What can you automate with Close + Todoist?

Streamline your daily operations by automatically turning leads into actionable tasks and keeping your project boards synchronized.

Who is Close + Todoist integration for?

Connecting Close and Todoist helps sales teams, project managers, and founders eliminate manual data entry, streamline task assignments, and ensure every customer follow-up happens on time.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Todoist

Build and manage your Close + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Todoist with your apps: 9 Must-Have Todoist integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Todoist With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click