Freshworks CRM and Todoist automations

Ready-made scenarios where Freshworks CRM and Todoist work for you: pick one — a copy appears in your account and runs on its own.

60 scenarios

Copy tasks from one Todoist to another
New tasks in Todoist — Updating deals in Freshworks CRM
New notes in Freshworks CRM — Tasks in Todoist
New projects in Todoist — Deals in Freshworks CRM
New tasks in Freshworks CRM — Tasks in Todoist
Move tasks from one Todoist to the one you actually use
Deleted contacts in Freshworks CRM — Updating tasks in Todoist
New tasks in Freshworks CRM — Reminders in Todoist
Tasks from one task manager, mirrored in the other
New tasks in Todoist — Deleting contacts in Freshworks CRM
New projects in Todoist — Updating tasks in Freshworks CRM
New notes in Freshworks CRM — Labels in Todoist
Tasks from one Todoist mirrored in the other
New deals in Freshworks CRM — Projects in Todoist
New tasks in Todoist — Notes in Freshworks CRM
Deleted contacts in Freshworks CRM — Comments in Todoist
Tasks from one Todoist — copied into the other Todoist
New notes in Freshworks CRM — Comments in Todoist
New tasks in Freshworks CRM — Labels in Todoist
New tasks in Todoist — Running apis in Freshworks CRM
New projects in Todoist — Running apis in Freshworks CRM
New comments in Todoist — Tasks in Freshworks CRM
Updated projects in Todoist — Updating deals in Freshworks CRM
New labels in Todoist — Contacts in Freshworks CRM
Updated contacts in Freshworks CRM — Comments in Todoist
New tasks in todoist — Updating notes in Freshworks CRM
New notes in Freshworks CRM — Projects in Todoist
Updated contacts in Freshworks CRM — Tasks in Todoist
New labels in Todoist — Notes in Freshworks CRM
New contacts in Freshworks CRM — Updating tasks in Todoist
New projects in Todoist — Updating contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Tasks in Todoist
Updated contacts in Freshworks CRM — Projects in Todoist
New tasks in Freshworks CRM — Projects in Todoist
Updated contacts in Freshworks CRM — Updating tasks in Todoist
New contacts in Freshworks CRM — Labels in Todoist
New contacts in Freshworks CRM — Comments in Todoist
New contacts in Freshworks CRM — Projects in Todoist
New projects in Todoist — Notes in Freshworks CRM
New labels in Todoist — Deleting contacts in Freshworks CRM
Personal tasks flow into the team Todoist
Tasks sync into your other Freshworks CRM
Tasks from one Freshworks CRM appear in the other
New comments in Todoist — Deals in Freshworks CRM
New projects in Todoist — Contacts in Freshworks CRM
New labels in Todoist — Deals in Freshworks CRM
New projects in Todoist — Tasks in Freshworks CRM
New tasks in Todoist — Contacts in Freshworks CRM
Tasks copied into your second task manager
New contacts in Freshworks CRM — Tasks in Todoist
New tasks in Todoist — Deals in Freshworks CRM
New labels in Todoist — Updating tasks in Freshworks CRM
New notes in Freshworks CRM — Tasks in Todoist
New tasks in todoist — Comments in todoist
A landing-page lead — into CRM, a task and chat at once
A lead replies — the CRM card updates and a task lands on a rep
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Action-emails — straight onto your to-do list