How to automate creating Todoist tasks for new Pipedrive leads

Relay.app is an automation tool that lets you automate actions across Pipedrive, Todoist, and many other apps. In this guide, we'll show you how to automatically create task in Todoist for each lead added in Pipedrive using Relay.app.
Pipedrive logoPipedrive > Todoist
Trigger
Last triggered
Pipedrive logoLead added
Todoist logoCreate task
1

Add the Pipedrive "Lead added" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Lead added" under Pipedrive. Then, select the necessary details. This trigger will automatically detect all the newly added leads in Pipedrive to create a new task in Todoist.

If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

2

Add the Todoist "Create task" automation

Integrate the Todoist automation into your playbook to ensure the prompt creation of new tasks in Todoist for every new lead added in Pipedrive. Add a new step and select "Create task" from the list of Todoist automations.

Connect Todoist to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Pipedrive to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new task in Todoist for every new lead added in Pipedrive. Once turned on, it will respond to new leads added in Pipedrive by creating a new task in Todoist without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

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