Connect Freshsales Classic and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Find or Create Task
Find or Create Project
Update Task
Mark Task as Completed
Create Task
Create Project
Add Task Comment
Add Comment to Project
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
Ready to use Freshsales Classic and Todoist automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New Project
Trigger when a new project is created.
New Incomplete Task
Lists incomplete tasks created in the selected project within the last 15 minutes.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Step by step guides to integrate Freshsales Classic and Todoist
Frequently Asked Questions
To start, connect both your Freshsales Classic and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Todoist (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Todoist. This includes choosing which data fields go into which fields of Todoist, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Todoist 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 Freshsales Classic and Todoist. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreAbout Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
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