When Person is created in Pipedrive > Create task in Todoist
When Person is created in Pipedrive then Create task in Todoist
Pipedrive + Todoist Integration
Integrate Pipedrive to Todoist in one click, or tell Integrately AI how you want each deal handled. Create tasks, update deals, alert your team, and track every priority automatically.
Free forever.Use premium features free for 14 days.1.
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
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
2.
Trusted by experts at...
Ready Workflows for Pipedrive + Todoist Integration
Create tasks from new deals, update projects, track priorities, alert your team, and manage follow-ups, all in just one click.
Most popular automations
Create Todoist task for new Pipedrive 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 Todoist to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!
With our integration between Pipedrive and Todoist, creating task in Todoist is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
See moreWith our integration between Pipedrive and Todoist, creating task in Todoist is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
Create Todoist task for updated Pipedrive person
Pipedrive + Todoist Integration
When Person is created in Pipedrive > Check any condition > Create task in Todoist
Pipedrive + Todoist Integration
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Connect more apps to your Pipedrive + Todoist flow
Sync your CRM and task manager with messaging, email, and accounting tools to keep your entire team aligned. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Drive (3)
Google Drive (3) P
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When a deal is created in Pipedrive, create a task in Todoist and send a confirmation email in Gmail.
New Pipedrive deals immediately generate corresponding Todoist tasks while sending an instant confirmation email via Gmail.
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When a Todoist task is completed, update the deal in Pipedrive and send a notification in Gmail.
Completed tasks in Todoist automatically update your Pipedrive deals and dispatch an update email through Gmail.
P
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When a Pipedrive deal stage is updated, update the task in Todoist and email the client using Gmail.
Stage changes in Pipedrive modify your Todoist tasks and trigger client emails in Gmail automatically.
Supported triggers and actions for Pipedrive and Todoist
Mix and match to build the exact automation you need
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Pipedrive + Todoist?
Connect your CRM pipeline to your task management workflow to eliminate manual data transfers and keep your team productive.
🚀
Create Todoist tasks from new Pipedrive deals
Automatically generate a new task in Todoist the moment a deal is created in Pipedrive. Ensure your team never misses an initial follow-up or required onboarding step.
📝
Capture every submitted deal field and note
Map available Pipedrive deal attributes and notes directly into Todoist task descriptions. Your task list becomes a comprehensive reference for client requirements.
🔔
Notify your team instantly on Slack
Send automated alerts to your sales channel whenever a high-value Pipedrive deal is created or a Todoist task is completed. Keep stakeholders informed without switching apps.
🔀
Route tasks based on deal value and priority
Create high-priority tasks in Todoist for enterprise deals while routing standard deals to your regular backlog. Tailor your workflow based on specific pipeline criteria.
🔄
Keep deal stages and task statuses synchronized
Update Pipedrive deals automatically when tasks are marked complete in Todoist. Maintain perfect alignment between sales progress and project execution.
🔍
Search and update existing records without duplicates
Lookup existing Pipedrive records before creating new entries to prevent duplicate tasks and contacts. Keep your database clean and organized across both systems.
✅
Handle task completions and status changes
Trigger automated updates in Pipedrive whenever Todoist tasks are marked complete, updated, or deleted. Keep your sales pipeline reflecting actual work progress.
📧
Extend workflows to Gmail and messaging apps
Connect Pipedrive and Todoist with Gmail to send automated client emails or briefing notes the moment your tasks are initialized. Streamline your entire client communication cycle.
And much more...
Who is Pipedrive + Todoist integration for?
Sales professionals, project managers, and operations teams streamline pipeline management and task tracking, eliminating manual data entry errors across both platforms.
Sales Managers
Account Executives
Project Coordinators
Sales Operations Specialists
Customer Success Managers
Revenue Operations Leaders
📈
Sales Managers
You review pipeline metrics and forecast revenue from your CRM records, but tracking tasks manually leaves your reports incomplete and out of date — this integration means every deal update syncs with your task list instantly and your dashboards stay accurate.
⚡
Account Executives
You need to act fast on new inbound opportunities, but finding out about deals hours later causes missed follow-ups — automating both apps means every new Pipedrive deal generates a Todoist task the second it arrives so you can engage clients immediately.
📋
Project Coordinators
You answer to stakeholders who want to see daily progress on client deliverables, but manual status copying creates constant friction — connecting these apps means completed tasks in Todoist update your Pipedrive deals automatically without manual reporting.
🔄
Sales Operations Specialists
Your deal volume is too high for anyone to keep up with administrative task creation by hand, leading to abandoned follow-ups — automating these apps means every pipeline stage change is captured as a task instantly and your operations run without manual intervention.
🤝
Customer Success Managers
You own onboarding and depend on sales reps to hand over closed accounts cleanly, but missing details stall your kickoff meetings — with this integration, every won deal creates structured onboarding tasks in Todoist so you can start client service right away.
🗂️
Revenue Operations Leaders
You need a reliable audit history of every deal and task interaction, but manual record-keeping keeps leaving gaps in your database — this integration means every pipeline movement and task completion is logged reliably across both systems.
Did you know?
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Why choose Integrately to automate Pipedrive + Todoist
Build and manage your Pipedrive + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
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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.
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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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Frequently Asked Questions
How do I connect Pipedrive to Todoist?
You can connect Pipedrive to Todoist in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build your custom flow.
Can I automatically create Todoist tasks when new Pipedrive deals are added?
Can I connect Pipedrive, Todoist, and Slack?
What is a good Zapier alternative for Pipedrive and Todoist?
How does Pipedrive data trigger actions in Todoist?
Can Todoist task updates modify Pipedrive deal records?
Do I need coding skills to automate Pipedrive and Todoist?
Is the Pipedrive and Todoist integration free?
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