Scriptera
Todoist automations — Sales & Leads
Ready-made scenarios where Todoist works for you (sales & leads): pick one — a copy appears in your account and runs on its own.
68 scenarios
- Form submissions become issues in Todoist
- Stage change: deals in copper — Projects in Todoist
- New deals in Affinity — Comments in Todoist
- Updated leads in salesforce — Labels in Todoist
- New lead in HubSpot becomes a task in Todoist
- Deal moves a stage in HubSpot — a task appears in Todoist
- Updated contacts in Copper — Comments in Todoist
- Stage change: deals in pipedrive — Tasks in Todoist
- Updated deals in Pipedrive — Labels in Todoist
- New CRM deal, task in your task manager
- Stage change: deals in hubspot — Labels in Todoist
- Typeform answers become issues in Todoist
- New HubSpot projects become tasks in Todoist
- New deals in Affinity — Labels in Todoist
- HubSpot submissions become tasks in Todoist
- Updated contacts in Autopilot — Labels in Todoist
- New leads in Facebook Lead Ads — Reminders in Todoist
- New leads in Pipedrive — Comments in Todoist
- New deals in Affinity — Sections in Todoist
- Stage change: deals in hubspot — Comments in Todoist
- New jobs in gitlab — Projects in Todoist
- Updated customers in Chargebee — Labels in Todoist
- A form response becomes a task instantly
- New deals in Affinity — Tasks in Todoist
- New projects in Todoist — Deals in Bitrix24
- New contacts in activeCampaign — Comments in Todoist
- New tasks in Todoist — Deals in Bitrix24
- New members in Bitwarden — Tasks in Todoist
- New customers in ecwid — Labels in Todoist
- New labels in Todoist — Deleting contacts in Freshdesk
- New labels in Todoist — Leads in Amo Crm
- New leads in Amo Crm — Labels in Todoist
- New contacts in activeCampaign — Labels in Todoist
- Found: customers in Get Course — Labels in Todoist
- New customers in Get Course — Labels in Todoist
- Stage change: deals in pipedrive — Projects in Todoist
- New labels in Todoist — Contacts in Amo Crm
- New contacts in Amo Crm — Labels in Todoist
- New tasks in Todoist — Leads in Amo Crm
- New folders in Google Drive — Projects in Todoist
- Found: deals in Pipedrive — Comments in Todoist
- Updated leads in amoCrm — Tasks in Todoist
- Updated contacts in freshdesk — Reminders in Todoist
- Found: contacts in Google Contacts — Labels in Todoist
- New labels in Todoist — Deals in Bitrix24
- New projects in Todoist — Deal deprecateds in hubspot
- Found: deals in Pipedrive — Labels in Todoist
- New comments in Todoist — Deals in Bitrix24
- Found: contacts in Google Contacts — Comments in Todoist
- Updated projects in Todoist — Updating deals in Bitrix24
- Updated records in Google Sheets — Projects in Todoist
- New contacts in Amo Crm — Deleting tasks in Todoist
- Found: contacts in Google Contacts — Reminders in Todoist
- New contacts in Amo Crm — Comments in Todoist
- New contacts in googleContacts — Reminders in Todoist
- New deals in Bitrix24 — Projects in Todoist
- A new CRM lead — project, email and update
- A landing-page lead — into CRM, a task and chat at once
- A task and an alert on every deal move in your CRM
- A follow-up email after a canceled meeting — automatically
- A lead replies — the CRM card updates and a task lands on a rep
- Today's top 10 hot leads — with tasks
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- B2B prospect search and personal outreach — on autopilot
- Website lead scoring — a task for the rep only on the strong ones
- Client onboarding from a single form: project, tasks, contract, channel
- A pre-meeting brief: last notes, open tickets, recent changes
- Lead reply intent sorting with ready tasks in Todoist
