Teamwork CRM + Todoist Integration

Integrate Teamwork CRM to Todoist in one click, or tell Integrately AI how you want each deal handled. Track sales pipelines, create follow-up tasks, assign priorities, and keep your projects organized automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • 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.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • 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

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Ready Workflows Ready Workflows for Teamwork CRM + Todoist Integration

Capture new deals as actionable tasks, organise project priorities, sync updates, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + Todoist Integration

Create Todoist task for new Teamwork CRM contact

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

When you create a contact in Teamwork CRM, 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.
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Teamwork CRM + Todoist Integration

Create Todoist task for new Teamwork 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 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 Teamwork CRM? Well now there is!

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

Bring messaging, marketing, scheduling, and billing into your pipeline to keep every team aligned. Pick a combination and activate it in one click.

Teamwork CRM
Todoist
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
+
Google DriveGoogle Drive (8)
T
T
S
Add every new Teamwork CRM deal to Todoist, and notify your sales channel in Slack
New Teamwork CRM deals instantly generate tasks in Todoist while alerting your sales channel in Slack, keeping reps focused on execution.
T
T
S
When a Todoist task is completed, update the Teamwork CRM deal and notify your team in Slack
Completed Todoist tasks automatically update your Teamwork CRM records and post a completion notice in Slack.
T
T
S
When a Teamwork CRM deal is updated, sync the Todoist task and post the change in Slack
Deal modifications in Teamwork CRM update your Todoist tasks and alert your team in Slack instantly.
T
T
S
Create a Teamwork CRM contact for every Todoist project comment, and confirm it in Slack
Project discussions in Todoist automatically generate contacts in Teamwork CRM with instant Slack notifications.
T
T
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If a Teamwork CRM deal is marked high priority, create a priority Todoist task and alert management in Slack
High-priority Teamwork CRM deals trigger priority Todoist tasks and immediate management alerts in Slack.
T
T
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When a Todoist task is deleted, log a note in Teamwork CRM and post an alert in Slack
Deleted Todoist tasks record a note in Teamwork CRM and notify your team in Slack.
T
T
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Use Claude to summarise every new Teamwork CRM deal, create a Todoist task, and post the brief in Slack
Claude generates executive summaries for new Teamwork CRM deals, creates Todoist tasks, and shares briefs in Slack.
T
T
A
S
Turn every won Teamwork CRM deal into a Todoist project, create onboarding tasks in Asana, and announce it in Slack
Won Teamwork CRM deals create Todoist projects, initiate Asana onboarding tasks, and announce the win in Slack.

Supported triggers and actions for Teamwork CRM and Todoist

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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Todoist
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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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Teamwork CRM + Todoist?

Streamline your sales pipeline and task management by connecting Teamwork CRM and Todoist for flawless execution.

What you can automate?
🎯
Sync new deals into actionable tasks
Automatically turn every new deal created in Teamwork CRM into a structured task in Todoist. Ensure your execution team immediately starts working on closed-won opportunities.
📋
Capture every deal property and detail
Map all custom fields, deal values, and notes from Teamwork CRM directly into Todoist task descriptions. Keep your project boards fully informed without manual copy-pasting.
🔔
Notify your team the moment deals update
Trigger instant team notifications in Slack whenever a deal progresses in Teamwork CRM or a Todoist task is completed. Keep stakeholders aligned in real time.
🔀
Route tasks based on deal tier or value
Configure smart conditions to create high-priority tasks in Todoist for enterprise deals while assigning standard tasks for regular opportunities.
🔄
Keep deal statuses and tasks synchronized
Automatically update your Teamwork CRM deals whenever matching Todoist tasks are completed or modified. Maintain bidirectional consistency across platforms.
🛡️
Search and update existing records
Prevent duplicate task creation by searching existing projects in Todoist before updating or appending new details from Teamwork CRM.
Manage task closures and deal outcomes
Automatically log notes in Teamwork CRM and archive relevant Todoist tasks whenever deals are marked won, lost, or cancelled.
🌐
Extend your workflow to external apps
Connect Teamwork CRM and Todoist with Slack, Gmail, HubSpot, or Stripe to build multi-step pipelines that span your entire business stack.
And much more...

Who is Teamwork CRM + Todoist integration for?

Connecting Teamwork CRM and Todoist helps sales reps, project managers, and team leaders eliminate manual handoffs and keep every task aligned with active deals.

Sales Managers
Sales Managers
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Operations Teams
Operations Teams
Sales Reps
Sales Reps
Customer Success Leads
Customer Success Leads
📈
Sales Managers
You rely on pipeline reports to forecast revenue, but your task boards only update when reps manually copy deal progress, so your numbers are always a few hours behind — with this integration, every new deal creates instant tasks and your reporting stays current.
Account Executives
You need to act fast on incoming client opportunities, but you find out about new deals too late because task lists live in a separate tool — with this integration, every deal creation triggers immediate task creation so you never miss a follow-up window.
🤝
Project Coordinators
You answer to clients who want to see steady project progress, but tracking deliverables across disconnected CRM and task apps creates blind spots — with this integration, completed tasks automatically update deal statuses so client reporting is always accurate.
🔄
Operations Teams
The volume of inbound sales leads is too high for anyone to keep up by hand, leading to missed handoffs between sales and delivery — with this integration, every lead and deal automatically provisions structured tasks without manual intervention.
🎯
Sales Reps
You own the next step in the sales cycle and depend on upstream notifications to start your outreach, but delays in manual handoffs slow you down — with this integration, task lists populate the moment deals move so you can begin working immediately.
📁
Customer Success Leads
You need a reliable customer history, but you keep finding gaps where deal notes were never transferred into execution tasks — with this integration, every interaction is logged seamlessly across both platforms for a complete audit trail.
Our team

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Why choose Integrately to automate Teamwork CRM + Todoist

Build and manage your Teamwork CRM + 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 Teamwork CRM + 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
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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Teamwork CRM to Todoist?
Frequently Asked Questions
You can connect Teamwork CRM to Todoist in 1-click using Integrately, along with apps like Slack, HubSpot, and Gmail. Use ready-made templates or ask Integrately AI to build your workflow.
Can I automatically create Todoist tasks when new deals are created in Teamwork CRM?
Frequently Asked Questions
Can I connect Teamwork CRM, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Teamwork CRM and Todoist?
Frequently Asked Questions
How does Teamwork CRM handle deal updates in this integration?
Frequently Asked Questions
Can I sync Todoist task completions back to Teamwork CRM?
Frequently Asked Questions
Do I need coding skills to automate Teamwork CRM and Todoist?
Frequently Asked Questions
Is the Teamwork CRM and Todoist integration free?
Frequently Asked Questions
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You Can Also Connect Teamwork CRM or Todoist With 1500+ Other Apps

Teamwork CRM
Popular Teamwork CRM Integrations
Connect Teamwork CRM with CRMs, sales tools, and pipeline management platforms to track opportunities and close deals faster.
Todoist
Popular Todoist Integrations
Sync Todoist with project boards, note-taking apps, and productivity suites to keep your daily tasks and priorities organized.
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Todoist Integrations arrow right
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