Scriptera
HighLevel and Todoist automations — Sales & Leads
Ready-made scenarios where HighLevel and Todoist work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
14 scenarios
- New contacts in HighLevel — Labels in Todoist
- New labels in Todoist — Deleting contacts in HighLevel
- New labels in Todoist — Deals in HighLevel
- New contacts in HighLevel — Comments in Todoist
- New projects in Todoist — Deals in HighLevel
- New tasks in Todoist — Deals in HighLevel
- New deals in HighLevel — Projects in Todoist
- Updated projects in Todoist — Updating deals in HighLevel
- New contacts in HighLevel — Deleting tasks in Todoist
- New labels in Todoist — Contacts in HighLevel
- New comments in Todoist — Deals in HighLevel
- A task and an alert on every deal move in your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
