Salesforce + Todoist
Create Follow-Up Tasks in Todoist for Stale Salesforce Deals
Prevent deals from falling through the cracks by creating a follow-up task in Todoist when a deal in Salesforce has not been updated for a specified amount of time. This is great for salespeople who need reminders to revisit and revive dormant deals.
Stale Deal Detected
Spotlights a deal that hasn't seen any updates within a specified time frame.
Create Follow-Up Task
Generates a Todoist task to remind you to follow up and re-engage with the inactive deal.
See more Salesforce to Todoist integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Todoist for stale Salesforce deals"
Create follow-up tasks in Todoist for stale Salesforce deals
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Salesforce + Todoist.
Create Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
Read Contact
Reads details of a contact in Salesforce
Create Account
Creates a new account in Salesforce
Delete Account
Deletes an account in Salesforce
Update Account
Updates an account in Salesforce
Read Account
Reads an account in Salesforce
Create Case
Creates a new case in Salesforce
Delete Case
Deletes a case in Salesforce
Update Case
Updates an existing case in Salesforce
Read Case
Reads details of a case in Salesforce
App details
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Todoist
Todoist is a task management application to organize, plan, and collaborate on projects. Create and manage tasks, set due dates, and automate your to-do list workflows.
Related apps
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