Salesmate + Todoist Integration

Integrate Salesmate to Todoist in one click, or tell Integrately AI how you want each deal handled. Track projects, organise priorities, update your tasks, and schedule follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
Arrow Right
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Salesmate + Todoist Integration

Create tasks from new deals, organise project priorities, update task statuses, and keep your schedule aligned, all in just one click.

Most popular automationsmost-popular-automations
Salesmate + Todoist Integration

Create Todoist task for new Salesmate contact

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

When you create a contact in Salesmate, 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.
See more
Salesmate + Todoist Integration

Create Todoist task for new Salesmate 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 Salesmate? Well now there is!

With our integration between Salesmate and Todoist, creating task in Todoist is now easier than ever. Whenever a deal is created in Salesmate, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
See more
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Salesmate + Todoist flow

Sync your tasks and deals with calendars, messaging apps, and CRMs to keep your entire team aligned. Pick a combination and activate it in one click.

Salesmate
Todoist
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
S
T
G
When a deal is created in Salesmate, create a Todoist task and schedule an event in Google Calendar.
New Salesmate deals turn into Todoist tasks instantly while Google Calendar schedules your next review, ensuring zero missed follow-ups.
T
S
G
When a task is completed in Todoist, update the deal in Salesmate and create a follow-up event in Google Calendar.
Completed Todoist tasks update your Salesmate deal and add a Google Calendar follow-up, keeping pipeline stages accurate without manual updates.
S
T
G
When a contact is created in Salesmate, create a Todoist task and add a reminder in Google Calendar.
New contacts in Salesmate instantly generate Todoist tasks and Google Calendar reminders, so your team follows up on time.
S
T
G
If a Salesmate deal is updated, create a Todoist task and schedule a review meeting in Google Calendar.
Updated Salesmate deals trigger Todoist tasks and Google Calendar review sessions, keeping project milestones aligned with pipeline changes.

Supported triggers and actions for Salesmate and Todoist

Mix and match to build the exact automation you need

Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
Try it →
Deal is created in Salesmate
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it →
Company is created in Salesmate
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
Try it →
Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
Try it →
Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it →
Create contact in Salesmate
Adds a new contact to the database
Try it →
Search contact in Salesmate
Finds and retrieves contact information
Try it →
Update contact in Salesmate
Updates contact information with new details
Try it →
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it →
Create deal in Salesmate
Generates a new deal with
Try it →
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it →
Search deal in Salesmate
Retrieves and find a deal
Try it →
Create activity in Salesmate
Generates a new activity or task
Try it →
Update activity in Salesmate
Updates the activity with the latest information
Try it →
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it →
Create company in Salesmate
Generates a new company profile with given details
Try it →
Update company in Salesmate
Updates company information
Try it →
Search company in Salesmate
Finds information about a company
Try it →
Create note in Salesmate
Creates a new note in the particular format
Try it →
Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
Try it →
Instant
Task is completed in Todoist
Triggers the automation when any task is completed
Try it →
Instant
Task is updated in Todoist
Triggers the automation when any task is updated
Try it →
Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
Try it →
Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
Try it →
Project is created in Todoist
Triggers the automation when a new project is created
Try it →
Label is created in Todoist
Triggers the automation when a new label is created
Try it →
Instant
Label is updated in Todoist
Triggers the automation when a label is updated
Try it →
Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
Try it →
Section is created in Todoist
Triggers the automation when a section is created
Try it →
Instant
Section is updated in Todoist
Triggers the automation when a section is updated
Try it →
Instant
Comment is added in Todoist
Triggers the automation when a comment is added
Try it →
Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
Try it →
Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
Try it →
Instant
Project is updated in Todoist
Triggers the automation when a project is updated
Try it →
Create task in Todoist
Creates a new task
Try it →
Add comment to task in Todoist
Adds a comment to a task
Try it →
Search task by name in Todoist
Searches for a task by name
Try it →
Mark task as completed in Todoist
Marks the task as completed
Try it →
Update task in Todoist
Updates the task with new information or changes
Try it →
Delete task in Todoist
Removes a particular task
Try it →
Create project in Todoist
Creates a new project
Try it →
Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
Try it →
Create label in Todoist
Generates a new label
Try it →
Create section in Todoist
Creates a new section
Try it →
Get project by Id in Todoist
Retrieves project information using the project id
Try it →

What can you automate with Salesmate + Todoist?

Streamline your sales pipeline and task management by automating repetitive handoffs between Salesmate and Todoist.

What you can automate?
🎯
Create Todoist tasks from new Salesmate deals
Turn every new Salesmate deal into an actionable Todoist task the moment it is created. Eliminate manual data entry and ensure your team starts working immediately.
📝
Capture every custom field and note
Map detailed deal attributes, notes, and priority levels directly into your Todoist task descriptions. Keep all essential context visible where work happens.
🔔
Alert your team instantly on updates
Send instant notifications to your team when deal stages change or tasks are completed. Keep everyone informed without checking multiple dashboards.
🔀
Route tasks based on deal criteria
Assign tasks to specific projects or priority labels depending on the deal value or stage in Salesmate. Ensure high-value deals get immediate attention.
🔄
Keep task statuses in sync with deals
Update deal stages in Salesmate automatically when corresponding tasks are completed or updated in Todoist. Maintain accurate pipeline visibility.
🔍
Search and update existing records
Search for existing tasks or contacts before creating new entries to prevent duplicate clutter. Keep your workspace organised and efficient.
📅
Handle later status changes and completions
Trigger follow-up actions and archive completed items when tasks are marked finished in Todoist. Streamline your post-completion workflow.
💬
Extend flows to messaging and calendars
Connect your core Salesmate and Todoist workflow with Slack or Google Calendar to notify teams and schedule meetings automatically.
And much more...

Who is Salesmate + Todoist integration for?

Sales teams and project managers struggle to keep tasks and pipeline stages aligned, causing missed deadlines and dropped deals across operations.

Revenue Operations Managers
Revenue Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Project Managers
Project Managers
Sales Coordinators
Sales Coordinators
Customer Success Leads
Customer Success Leads
📈
Revenue Operations Managers
You rely on accurate pipeline metrics to forecast growth, but manual task updates leave your performance reports out of sync with actual deal progress — this integration means every sales milestone instantly updates your task lists and reporting stays current.
Sales Representatives
You need to act fast when new deals close, but discovering new work through delayed notifications causes missed customer follow-ups — automating both apps means new deal tasks appear instantly so you never miss a critical client touchpoint.
📋
Account Managers
You answer to clients who expect immediate project kickoff, but manual task creation slows down your onboarding schedule — this integration means every closed deal generates project tasks immediately and client work begins without delay.
🔄
Project Managers
The volume of incoming deals is too high for your team to manually translate into daily task lists without human error — connecting these apps means pipeline changes automatically generate structured tasks and project tracking remains flawless.
🤝
Sales Coordinators
You depend on sales reps to hand over closed deals before you can assign tasks, causing bottlenecks in execution — automating both apps means task generation happens the moment a deal is created and handoffs occur seamlessly.
📊
Customer Success Leads
You need a reliable history of client onboarding steps, but manual logging often leaves frustrating gaps in customer records — this integration means every deal and completed task logs automatically for a complete history.
Our team

Ready Workflows 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 Salesmate + Todoist

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

1,500+ apps connected
1,500+ apps connected
Connect Salesmate + Todoist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Salesmate to Todoist?
Frequently Asked Questions
You can connect Salesmate to Todoist in just one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and task manager with tools like Slack, Google Calendar, and HubSpot.
Can I automatically create Todoist tasks when new Salesmate deals are created?
Frequently Asked Questions
Can I connect Salesmate, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and Todoist?
Frequently Asked Questions
Can I update deal stages in Salesmate when Todoist tasks are completed?
Frequently Asked Questions
Can I create tasks from Salesmate contacts as well as deals?
Frequently Asked Questions
Do I need coding skills to automate Salesmate and Todoist?
Frequently Asked Questions
Is the Salesmate and Todoist integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Salesmate or Todoist With 1500+ Other Apps

Salesmate
Popular Salesmate Integrations
Connect Salesmate to email marketing, CRM, and billing platforms to streamline your sales operations.
See All
Salesmate Integrations arrow right
No popular apps found
Todoist
Popular Todoist Integrations
Sync Todoist with project management, note-taking, and developer tools to keep your work structured.
See All
Todoist Integrations arrow right
No popular apps found