Connect Zoho CRM and Todoist
Integrate Zoho CRM with Todoist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Todoist flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
Todoist
Automatically do this!
Find or Create Project
Update Task
Complete Task
Create Task
Create Project
Add Comment
Move Task
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
Find or Create Project in Todoist when New Lead in Zoho-crm
Use this flowUpdate Task in Todoist when New Lead in Zoho-crm
Use this flowComplete Task in Todoist when New Lead in Zoho-crm
Use this flowCreate Task in Todoist when New Lead in Zoho-crm
Use this flowCreate Project in Todoist when New Lead in Zoho-crm
Use this flowAdd Comment to Todoist when New Lead in Zoho-crm
Use this flowMove Task in Todoist when New Lead in Zoho-crm
Use this flowInvite Collaborator to a Todoist project when New Lead in Zoho-crm
Use this flowFilter tasks and assign label in Todoist when New Lead in Zoho-crm
Use this flowAssign label to task using task Id in Todoist when New Lead in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Todoist.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoho CRM and Todoist workflows.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Todoist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho CRM and Todoist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Todoist. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Todoist, and a separate workflow where Todoist triggers actions in Zoho CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho CRM and Todoist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Todoist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
