New deals in pipedrive — Comments in Todoist

The scenario catches new deals in pipedrive and creates comments in Todoist. Runs on its own, no manual copying.

  • A note with context appears in Todoist for every deal from pipedrive.
  • The manager starts with facts, not from scratch.
  • You don't add context to every deal by hand.
Pipedrive

How it works

To create Pipedrive records from Todoist without manual input, use a ready-made scenario.

  1. Starts when: Pipedrive
  2. Then: Zendesk

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