A new CRM lead — project, email and update

For a new lead the scenario creates a project, sends an email, and updates the CRM card.

  • A lead in pipedrive spins up a project in Todoist
  • An email goes out via Mailcheck automatically
  • The lead's card is updated automatically
  • No doing the per-lead routine by hand
Pipedrive
Set it up for yourselfScriptera

How it works

To pass leads from Todoist to Mailcheck automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Pipedrive
  2. Then: Asana
  3. Then: Gmail
  4. Starts when: Pipedrive 2

You can launch this Todoist + Mailcheck integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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