Overview
Todoist is a personal and team task management app used by individuals and small teams to organise to-do lists, projects and recurring tasks across devices.
HelloGrowthCRM does not have a native Todoist connector yet — it is on the pm & task extras list of planned integrations. That does not mean the two cannot work together today.
Todoist's official Zapier and Make integrations can sync new tasks and completions with HelloGrowthCRM's inbound and outbound webhooks, keeping a rep's task list matched to their deal follow-ups.
What a Todoist link would do
- A HelloGrowthCRM follow-up task can create a matching Todoist task so a rep sees it alongside their personal to-do list.
- A Todoist task marked complete for a client deliverable can log an activity note back on the matching deal.
- A recurring Todoist task missed can create a task in HelloGrowthCRM flagging that a deal's follow-up cadence has slipped.
How to connect Todoist today
Todoist's official Zapier and Make integrations can sync new tasks and completions with HelloGrowthCRM's inbound and outbound webhooks, keeping a rep's task list matched to their deal follow-ups.
Best practices
- Start with the one Todoist event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for Todoist records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the Todoist connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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