Zoho CRM + Todoist Integration

Integrate Todoist to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts in Zoho CRM, log project tasks, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
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2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Todoist + Zoho CRM Integration

Create contacts from new tasks, update lead details, keep your sales pipeline current, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Todoist + Zoho CRM Integration

Create Zoho CRM module for new Todoist task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Todoist and Zoho CRM. By linking these two applications, you can ensure that every task is automatically recorded in the Zoho CRM, making it easier to track and manage.
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Zoho CRM + Todoist Integration

Create Todoist task for new Zoho CRM contact

Zoho CRM and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Zoho CRM, do you also create a task in Todoist? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Zoho CRM + Todoist Integration

Create Todoist task for new Zoho CRM module

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Todoist is to use this Zoho CRM - Todoist integration. Using this integration, you can create a new task in Todoist that will be automatically populated with data from a new module in a Zoho CRM.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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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 Todoist + Zoho CRM flow

Capture tasks, sync contacts, notify teams, and trigger follow-ups across your entire stack. Pick a combination and activate it in one click.

Zoho CRM
Todoist
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SlackSlack (8)
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Google CalendarGoogle Calendar (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
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MailchimpMailchimp (8)
+
ZoomZoom (8)
T
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Create a Zoho CRM contact from every new Todoist task, and notify your sales team instantly on Slack.
New Todoist tasks instantly create Zoho CRM contacts while your sales channel gets notified in Slack, eliminating manual copy-pasting.
Z
T
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When a Zoho CRM contact is updated, update the matching Todoist task, and post the change in Slack.
Zoho CRM updates reflect immediately in Todoist tasks, and Slack informs your team of the change in real time.
Z
T
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Create a Todoist task for every new Zoho CRM contact, and alert your support team in Slack.
New Zoho CRM contacts automatically generate Todoist tasks so your team can begin work immediately.
T
Z
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If a new Todoist task priority is high, create a priority Zoho CRM contact and alert the sales lead on Slack.
High-priority Todoist tasks automatically create urgent Zoho CRM contacts and notify sales leaders on Slack.
Z
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When a Zoho CRM contact is marked as converted, mark the matching Todoist task as completed and notify the channel in Slack.
Converted Zoho CRM contacts automatically complete Todoist tasks and announce the win in Slack.
Z
T
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When a Zoho CRM lead goes cold, update the Todoist task status and alert your account managers in Slack.
Stalled Zoho CRM leads update Todoist task priorities and notify account managers via Slack.
T
Z
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Use Claude to summarise every new Todoist task description, create a Zoho CRM contact with the summary, and post the brief in Slack.
Claude summarises Todoist task descriptions, updates Zoho CRM contacts, and posts briefing notes in Slack.
T
Z
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Turn every completed Todoist task into a Zoho CRM contact, add a row in Google Sheets, and announce it in Slack.
Completed Todoist tasks create Zoho CRM contacts, log tracking rows in Google Sheets, and announce updates in Slack.

Supported triggers and actions for Zoho CRM and Todoist

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Todoist + Zoho CRM?

Streamline your task management and customer relationship workflows with powerful automated actions.

What you can automate?
📋
Create Zoho CRM contacts from Todoist tasks
Generate a new contact in Zoho CRM the moment a task is created in Todoist. Eliminate manual copy-pasting between your task manager and your CRM.
🔍
Map every task field into your CRM record
Transfer comprehensive task details directly into Zoho CRM contact fields instead of just basic names. Your database becomes a richer resource for team review.
🔔
Notify your team as soon as tasks complete
Alert sales and project channels instantly when Todoist tasks finish or Zoho CRM contacts update. Keep everyone aligned without chasing status reports.
🔀
Route priority tasks to specific CRM lists
Apply conditional logic to send high-priority Todoist tasks to VIP contact segments in Zoho CRM automatically. Ensure critical items get appropriate treatment.
🔄
Keep Zoho CRM contact details up to date
Synchronise modifications between Todoist tasks and Zoho CRM contacts in real time. Maintain consistent records across all your business applications.
🛡️
Create or update records to prevent duplicates
Use upsert logic to check existing records before creating new entries in Zoho CRM. Keep your database clean and free of redundant contact profiles.
Handle status changes across platforms
Complete Todoist tasks automatically when Zoho CRM contacts convert or deals close. Synchronise project checklists with sales milestones effortlessly.
🌐
Extend your workflow to supporting apps
Connect Todoist and Zoho CRM with Slack, Google Sheets, Gmail, or Mailchimp to build robust multi-step pipelines. Automate your entire operational stack.
And much more...

Who is Todoist + Zoho CRM integration for?

Project managers, sales teams, and operational leaders streamline task tracking and customer relationship management without manual data entry.

Project managers
Project managers
Sales teams
Sales teams
Client success leads
Client success leads
Operations directors
Operations directors
Account managers
Account managers
Business owners
Business owners
📈
Project managers
You're tracking project deliverables in Todoist, but client records remain outdated in Zoho CRM because updates happen manually — this integration means every task update syncs instantly and your CRM records stay current.
Sales teams
You're managing daily action items in Todoist, but prospective client details arrive late in Zoho CRM — with this integration, every new task immediately creates a CRM contact and your team follows up faster.
🤝
Client success leads
You're logging client onboarding tasks in Todoist, but progress tracking is disjointed from Zoho CRM — automating both apps means client statuses update seamlessly and stakeholders see accurate progress.
📊
Operations directors
You're overseeing numerous task allocations in Todoist, but manual data entry causes missed records in Zoho CRM — this integration means every record is captured accurately without manual friction.
💼
Account managers
You're organizing client follow-ups in Todoist, but transition handoffs get delayed before reaching Zoho CRM — connecting these apps means lead transitions happen instantly and nothing slips through the cracks.
🎯
Business owners
You're planning big-picture priorities in Todoist, but operational visibility suffers when Zoho CRM logs lag behind — automating both apps means your database maintains a complete and reliable history.
Our team

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Why choose Integrately to automate Zoho CRM + Todoist

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Todoist 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?

1
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3
Automation is ready
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Frequently Asked Questions

How do I connect Todoist to Zoho CRM?
Frequently Asked Questions
You can connect Todoist to Zoho CRM in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the integration for you. It also connects smoothly with Slack, Google Calendar, and Google Sheets.
Can I automatically create Zoho CRM contacts from Todoist tasks?
Frequently Asked Questions
Can I connect Todoist, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Todoist and Zoho CRM?
Frequently Asked Questions
How does Todoist handle task updates in this integration?
Frequently Asked Questions
How does Zoho CRM handle contact creation and updates?
Frequently Asked Questions
Do I need coding skills to automate Todoist and Zoho CRM?
Frequently Asked Questions
Is the Todoist and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Todoist or Zoho CRM With 1500+ Other Apps

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Zoho CRM
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