Integrate Pipedrive Activities with Todoist Using Pabbly Connect

Learn how to integrate Pipedrive activities with Todoist tasks using Pabbly Connect. This step-by-step tutorial guides you through the process of automating your workflow. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Pipedrive activities with Todoist tasks, start by accessing Pabbly Connect. Go to the Pabbly Connect website and either sign up for a new account or log in if you already have one.

After logging in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow, for example, ‘Pipedrive to Todoist’, and click on ‘Create’ to initiate the integration process.

2. Setting Up the Trigger with Pipedrive

In this step, you will set up the trigger in Pabbly Connect to detect new activities in Pipedrive. Choose Pipedrive as your trigger application and select the trigger event as ‘New Activity’. This means that every time a new activity is created in Pipedrive, it will trigger the workflow.

• Select Pipedrive as the trigger application.
• Choose ‘New Activity’ as the trigger event.
• Click on ‘Connect’ to link your Pipedrive account.

Make sure to have your Pipedrive account open in another tab. You will be prompted to enter your API token, which you can find in your Pipedrive settings under ‘API’. Copy the token and paste it into Pabbly Connect, then click on ‘Save’ to establish the connection.

3. Entering Company Domain and Testing Connection

After connecting your Pipedrive account, you need to enter your company domain in Pabbly Connect. This is the part of your Pipedrive URL that identifies your account. For example, if your URL is ‘https://yourcompany.pipedrive.com’, your company domain would be ‘yourcompany’.

• Copy the company domain from your Pipedrive URL.
• Paste it into the designated field in Pabbly Connect.
• Click on ‘Save and Send Test Request’ to check if the connection is successful.

Once you click the test request, go back to your Pipedrive account and create a new activity. This can be done by clicking the green button to add a new activity, entering the relevant details, and saving it. Pabbly Connect will capture this new activity as part of the workflow.

4. Setting Up the Action with Todoist

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select Todoist as your action application and choose the action event ‘Create Task’. This action will create a new task in Todoist whenever a new activity is added in Pipedrive.

Select Todoist as the action application. Choose ‘Create Task’ as the action event. Connect your Todoist account by entering the API token.

To find your Todoist API token, log into your Todoist account, navigate to the developer section, and copy the token. Paste it back into Pabbly Connect and click on ‘Save’. This will connect your Todoist account to the workflow.

5. Mapping Data and Testing the Workflow

The final step involves mapping the data from Pipedrive to Todoist in Pabbly Connect. This means you need to create a pathway where the information from the Pipedrive activity is sent to the Todoist task. Click on the mapping fields to insert data from the previous step.

Map the task title, description, due date, and other relevant fields. Ensure all fields are correctly filled with data from the Pipedrive activity. Click on ‘Save and Send Test Request’ to finalize the mapping.

Once you receive a successful response, check your Todoist account to verify that the new task has been created. This completes the integration process, allowing you to automate the addition of Pipedrive activities as tasks in Todoist seamlessly.

Conclusion

Integrating Pipedrive activities with Todoist tasks using Pabbly Connect streamlines your workflow by automating task creation. This tutorial has provided a step-by-step guide on how to set up the integration effectively. Now you can manage your tasks more efficiently without manual input.