Connect Toodledo and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Task
New Task in Context
New Task in Folder
New Completed Task
New Starred Task
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Toodledo and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when new note is Created.
New Task
Triggers when new Tasks is Created.
New Task in Context
Triggers when New Task is Created in Context.
New Task in Folder
Triggers when New Task is Created in Specific Folder.
New Completed Task
Triggers when new Tasks is Completed.
New Starred Task
Triggers when a new starred task is added or when an existing task is starred.
Do thisActions
Action is the task that follows automatically within your Toodledo integrations.
Create Folder
Creates a new Folder.
Create Note
Create a Note in Folder.
Create Task
Creates a Task.
Delete Folder
Delete an Existing Folder.
Delete Tasks
Delete all an Existing Task.
Delete Context
Delete an Existing Context.
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Frequently Asked Questions
To start, connect both your Toodledo and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Toodledo data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Toodledo and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Toodledo and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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