PipelineCRM + Toodledo Integration

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PipelineCRM + Toodledo Integration

Create Toodledo task for new PipelineDeals person

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

When you create a person in PipelineDeals, 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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PipelineCRM + Toodledo Integration

Create Toodledo task for new PipelineDeals 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 PipelineDeals? Well now there is!

With our integration between PipelineDeals and Toodledo, creating task in Toodledo is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.
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PipelineCRM + Toodledo Integration
1.
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
  • 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.
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
  • 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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