When a task is registered in Zoho CRM, add it to Todoist.

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■Overview

This is a flow that adds tasks to Todoist when they are registered in Zoho CRM.

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■Recommended for‍

1. Those who centrally manage sales tasks in Zoho CRM

・Project managers who manage the progress of sales activities

・Those who manage tasks according to the status of leads

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2. Those who centrally manage team tasks in Todoist

・Those who utilize Todoist for project management

・Project managers who manage tasks daily

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■Benefits of using this template

Zoho CRM is beneficial for managing customer data and improving the efficiency of sales activities.
Since tasks for each customer can also be managed in Zoho CRM, it is useful for progressing responses according to the status of deals and leads.

However, if you are managing team tasks centrally with another tool, you may find it cumbersome to manually link tasks registered in Zoho CRM.
This template allows tasks registered in Zoho CRM to be automatically registered in Todoist, thus streamlining manual work.

Tasks can be seamlessly registered in Todoist, preventing omissions and improving the accuracy of task management.

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■Notes‍

・Please connect both Zoho CRM and Todoist with Yoom.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

Templates using

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Todoist

Yoom allows you to integrate with Todoist's API without any code, automating various tasks using Todoist. For example, you can automatically add tasks to Todoist or extract tasks with approaching deadlines from Todoist and send daily notifications to chat tools like Slack or Google Chat.

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