Integrate Pipedrive with Toodledo

Send information between Pipedrive and Toodledo automatically, without writing any code, using Zoho Flow.

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Create notes in Toodledo for Pipedrive activities

This flow adds a note in Toodledo each time you create an activity in Pipedrive. This way, you can keep records of each sales attempt and whether or not they worked. 

How it works

1. A new activity is added in Pipedrive.

2. Zoho Flow creates a corresponding note in Toodledo.

Use this flow
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Create notes in Toodledo for Pipedrive activities

Pipedrive + Toodledo

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Supported triggers and actions

Integrate Pipedrive and Toodledo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

New Note

Triggers when a new note is created

New Task

Triggers when a new task is created

New Folder

Triggers when a new folder is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Creater Folder

Creates a new folder

Create Task

Creates a new task with no folder assigned

Create Note

Creates a new note in the selected folder

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes To-Do Lists

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