How can I filter which notes create follow-up tasks?

You can filter notes based on criteria such as note type, author, and creation date.

Can I customize what information is added to the follow-up tasks?

Yes, you can specify what details from HubSpot notes you want to include in the follow-up tasks in Todoist.

Which people use this automation? What do they use it for?

Sales professionals and client account managers use this automation to ensure timely follow-ups and effective communication with clients.

HubSpot + Todoist

Create Follow-up Todoist Tasks for New HubSpot Notes

Ensure nothing falls through the cracks by creating follow-up tasks in Todoist whenever a new note is added to a HubSpot contact. This helps you stay on top of important communications and follow-ups.

New HubSpot Note

Detects when a new note is added to a contact in HubSpot.

Create Follow-up Task

Automatically creates a follow-up task in Todoist, so you stay on top of important communications.

See more HubSpot to Todoist integrations or use AI to customize your automation.

or pick a common variation below

Create Todoist Tasks for New HubSpot Tickets

HubSpot + Todoist

Create Todoist Tasks for HubSpot Form Submissions

HubSpot + Todoist

Create Todoist Tasks for New HubSpot Deals Nearing Close Date

HubSpot + Todoist

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up Todoist tasks for new HubSpot notes"

Create follow-up Todoist tasks for new HubSpot notes

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 HubSpot + Todoist.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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.