Connect Sangam CRM and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact Created
New Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Reports Created
New Attachment Created
New Template Created
New Lead Updated
New Contact Updated
New Opportunity Updated
New Contract Updated
New Ticket Updated
New Account Updated
New Task Updated
New Campaign Updated
New Quotation Updated
New Call Updated
New Product Updated
New Holiday Updated
New Report Updated
New Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
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 Sangam CRM and Todoist automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger when new task is created
Do thisActions
Action is the task that follows automatically within your Sangam CRM integrations.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
Create a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
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Step by step guides to integrate Sangam CRM and Todoist
Frequently Asked Questions
To start, connect both your Sangam CRM and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Todoist (or vice versa).
Absolutely. You can customize how Sangam CRM 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 Sangam CRM 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 Sangam CRM 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 Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
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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