Salesforce + Todoist

Create Todoist Tasks from New Salesforce Opportunities

Stay on top of new opportunities by having Todoist create a task whenever a new opportunity arises in Salesforce. Ideal for sales teams who need to ensure every opportunity is promptly addressed and followed up on.

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New Salesforce Opportunity

Detects when a fresh opportunity is added in Salesforce.

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Create Todoist Task

Automatically generates a task in Todoist to follow up on the new opportunity, ensuring timely action from your sales team.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Todoist tasks from new Salesforce opportunities"

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Create Todoist tasks from new Salesforce opportunities

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.

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Sure! Connecting

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Todoist.

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Create Contact

Creates a new contact in Salesforce

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Delete Contact

Deletes a contact in Salesforce

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Update Contact

Updates an existing contact in Salesforce

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Read Contact

Reads details of a contact in Salesforce

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Create Account

Creates a new account in Salesforce

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Delete Account

Deletes an account in Salesforce

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Update Account

Updates an account in Salesforce

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Read Account

Reads an account in Salesforce

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Create Case

Creates a new case in Salesforce

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Delete Case

Deletes a case in Salesforce

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Update Case

Updates an existing case in Salesforce

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Read Case

Reads details of a case in Salesforce

App details

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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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

Get Started with DryMerge

Sign up for a free trial and start automating today.