How to connect Todoist to Salesforce
Stop dealing with losing track of work. This guide shows you how to automatically Create Lead in Salesforce whenever Task Created happens inside Todoist.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you automated task management and project tracking. It runs 24/7 so your team never misses key context.
π‘ Pro tip: Start with a simple workflow, then add filters once validated.
CRM Data Sync & Reporting Workflows
Here are proven ways teams connect Todoist with Salesforce to eliminate manual work and reduce errors:
Pipeline reporting
Export deal data to spreadsheets automatically for management dashboards and board reports.
Contact enrichment
Sync new contacts from your CRM to your data warehouse or documentation tools for cross-team visibility.
Activity logging
Record every customer touchpoint in a central database for compliance and analysis.
β‘ Advanced tip: Schedule a weekly aggregation scenario that pulls pipeline snapshots every Monday morning for trend tracking.
Step-by-step implementation
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1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose Todoist as the first module.
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2
Configure the trigger
Select Task Created inside Todoist. Authorize your account and set any filters you need.
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3
Add the Salesforce action
Choose "Create Lead" and map fields from the trigger. Test once and turn it on.
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4
Test and activate
Click "Run once" to test. If everything works, turn on your scenario.
Free vs Pro: Which Plan?
Free is great for testing. Pro is better for business.
Free Plan
$0/mo
- β 1,000 ops/month
- β 2 scenarios
- β 15-min interval
Pro Plan
$9/mo
- β 10,000+ ops/month
- β Unlimited scenarios
- β 1-min interval
FAQ
Is this integration free?
Yes. The free tier of most automation platforms supports a few hundred operations per monthβperfect for piloting.
Do I need to code?
No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.
How long does setup take?
Most users complete setup in under 5 minutes.
What if automation fails?
Make.com logs all executions. You can see what went wrong and replay.