Pipedrive + Toodledo Integration

Integrate Pipedrive to Toodledo in one click, or tell Integrately AI how you want each deal handled. Create tasks, update deals, set reminders, and log activities automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo
  • Toodledo
    Task is assigned to a context in Toodledo
  • Toodledo
    New starred task is added in Toodledo
  • Toodledo
    New task is added in a folder in Toodledo
  • Toodledo
    New note is created in Toodledo
  • Toodledo
    New folder is created in Toodledo
  • Toodledo
    New context is created in Toodledo
Arrow Right
2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Toodledo
    Create a new task in Toodledo
  • Toodledo
    Create a new context in Toodledo
  • Toodledo
    Create a new note in Toodledo
  • Toodledo
    Create a new folder in Toodledo

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Ready Workflows Ready Workflows for Pipedrive + Toodledo Integration

Create tasks from new deals, track milestones, update records, alert your team, and schedule follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Toodledo Integration

Create Toodledo task for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Toodledo to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and Toodledo, creating task in Toodledo is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Toodledo flow

Capture lead details, notify your team across channels, and trigger follow-up communications instantly. Pick a combination and activate it in one click.

Pipedrive
Toodledo
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
P
T
G
When a deal is created in Pipedrive, create a new task in Toodledo and send an email in Gmail
New Pipedrive deals automatically generate a Toodledo task and dispatch a notification email via Gmail, keeping your team fully aligned.
T
P
G
When a task is marked completed in Toodledo, update the deal in Pipedrive and send a completion email in Gmail
Completed Toodledo tasks update Pipedrive deals and trigger an email in Gmail, keeping stakeholders informed without extra typing.
P
G
T
G
Use Gemini to summarise new Pipedrive deals, create a Toodledo task, and email the brief via Gmail
Gemini summarises Pipedrive deals before creating a Toodledo task and emailing the brief via Gmail for quick executive review.

Supported triggers and actions for Pipedrive and Toodledo

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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Toodledo
Toodledo Triggers & Actions
New task is created in Toodledo
Triggers the automation when a new task is created
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Task is marked completed in Toodledo
Triggers the automation when any task is marked completed
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Task is assigned to a context in Toodledo
Triggers the automation when a task is assigned to a context
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New starred task is added in Toodledo
Triggers the automation when a new starred task is added
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New task is added in a folder in Toodledo
Triggers the automation when a new task is added to a folder
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New note is created in Toodledo
Triggers the automation when a new note is created
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New folder is created in Toodledo
Triggers the automation when a new folder is created
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New context is created in Toodledo
Triggers the automation when a new context is created
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Create a new task in Toodledo
Creates a new task
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Create a new context in Toodledo
Creates a new context
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Create a new note in Toodledo
Creates a new note
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Create a new folder in Toodledo
Creates a new folder
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What can you automate with Pipedrive + Toodledo?

Streamline your sales pipeline and task management by automating repetitive data entry and follow-up workflows.

What you can automate?
🎯
Create tasks from new deals automatically
Turn every new Pipedrive deal into an actionable Toodledo task the moment it is registered. Eliminate manual copying and ensure every deal has a tracked follow-up.
📋
Capture every submitted deal field
Map custom deal properties, notes, and contact details from Pipedrive straight into your Toodledo task notes. Your task list retains complete context for execution.
🔔
Notify your team as soon as deals arrive
Alert your sales or project team instantly in Slack or via email whenever a new deal triggers a task. Keep everyone informed without manual announcements.
🔀
Route tasks based on deal value or stage
Set conditional rules to assign high-value deals to specific Toodledo folders or contexts. Tailor your task routing to match your exact business logic.
🔄
Keep task details updated as deals change
Automatically update existing Toodledo tasks whenever deal stages or notes change in Pipedrive. Prevent outdated task information from slowing down your team.
🔍
Add or update records without creating duplicates
Search existing Toodledo tasks before creating new ones to maintain a clean workspace. Keep your task list organised and free from redundant entries.
Handle task completion and deal updates
Mark tasks completed in Toodledo and automatically update the corresponding deal stage in Pipedrive. Close the loop between task execution and CRM tracking.
💬
Extend your workflow to team messaging apps
Connect Pipedrive and Toodledo with Slack to broadcast important deal milestones and task updates directly to your team channels.
And much more...

Who is Pipedrive + Toodledo integration for?

Connecting Pipedrive and Toodledo helps sales teams and project managers turn customer relationships into actionable tasks without missing follow-up windows.

Sales Directors
Sales Directors
Account Executives
Account Executives
Project Managers
Project Managers
Support Team Leads
Support Team Leads
Operations Specialists
Operations Specialists
Compliance Officers
Compliance Officers
📈
Sales Directors
You're reviewing pipeline reports based on CRM data, but task lists lag behind manual updates so your revenue forecasts are always built on outdated information — with this integration, every new deal creates an instant task and your planning stays accurate.
Account Executives
You manage dozens of client relationships daily, but remembering to create follow-up tasks manually leads to missed deadlines and delayed proposals — connecting these apps means every new deal automatically generates a task and your schedule stays current.
📊
Project Managers
You coordinate deliverables based on incoming sales wins, but waiting for manual handoffs leaves your project boards empty while clients wait for kickoff — automating both apps means project tasks appear the second a deal is created and work starts immediately.
🛎️
Support Team Leads
You handle high volumes of customer requests tied to sales accounts, but keeping track of action items across multiple windows causes critical requests to slip through the cracks — automating both apps means every record triggers an organised task and nothing gets missed.
🔄
Operations Specialists
You depend on sales teams to pass along pipeline data before you can schedule internal work, but delays in manual entry stall your operational queue — this integration means task creation is fully automated and your team receives handover details instantly.
📁
Compliance Officers
You audit customer onboarding pipelines and task histories, but manual logging often leaves missing audit trails between CRM deals and task lists — with this integration, every pipeline event and task creation is recorded reliably without gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipedrive + Toodledo

Build and manage your Pipedrive + Toodledo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + Toodledo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Pipedrive to Toodledo?
Frequently Asked Questions
You can connect Pipedrive to Toodledo in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and task manager alongside apps like Gmail, Slack, and HubSpot.
Can I automatically create a Toodledo task when a new deal is created in Pipedrive?
Frequently Asked Questions
Can I connect Pipedrive, Toodledo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Toodledo?
Frequently Asked Questions
How does Pipedrive handle deal data in this integration?
Frequently Asked Questions
How does Toodledo handle task creation from deals?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Toodledo?
Frequently Asked Questions
Is the Pipedrive and Toodledo integration free?
Frequently Asked Questions
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