How can I filter which deals nearing their close dates create tasks?

You can filter deals based on properties like deal stage, pipeline, and expected close date to create tasks for deals nearing close dates.

Can I include specific deal details in the Todoist tasks?

Yes, you can include details such as deal amount, close date, and deal owner in the Todoist tasks.

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

Sales managers and team leads use this automation to ensure important sales actions are taken as the deal close date approaches.

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HubSpot + Todoist

Create Todoist Tasks for New HubSpot Deals Nearing Close Date

Stay on top of your sales targets by creating Todoist tasks for HubSpot deals that are nearing their close dates. This helps ensure timely follow-ups and actions before the deal closes.

Deal Near Close Date

Triggers when a deal is within 3 days of its close date.

Create Task

Creates a task in Todoist for tracking the deal.

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 Overdue HubSpot Deals

HubSpot + Todoist

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Todoist tasks for new HubSpot deals nearing close date"

Create Todoist tasks for new HubSpot deals nearing close date

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.