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# Introduction

1. Set up the Zoho CRM trigger, and make magic happen automatically in Todoist. Zapier's automation tools make it easy to connect Zoho CRM and Todoist.
2. Learn how to configure, start and use Todoist Tasks and Zoho CRM Tasks Sync. SyncPenguin provides real-time two-way and one-way synchronizations and migrations between business tools. Request custom sync, migration, data uploading or automation.

SyncPenguin can be used to configure Todoist Tasks and Zoho CRM Tasks real-time two-way synchronization.This page provides some information on how to configure and start the sync using our dashboard.

Please feel free to contact us if you have any problems or questions - our support is always glad to help the customers.Also note that it's always possible to customize your sync in case you need a different field mapping, sync behavior, or any other adjustment.For any such request, please contact us directly to discuss the details.

# 1. Register and log in

Set up the Todoist trigger, and make magic happen automatically in Zoho Books. Zapier's automation tools make it easy to connect Todoist and Zoho Books.

The first step is to create a SyncPenguin account. Please follow this link to do that:

# 2. Create the sync

The next step is to create the sync in the Synchronizations section of the dashboard by clicking the '+ New sync' button.You'll see a wizard page, where you need to follow three steps of sync creation:

• Select the first app (Todoist Tasks)
• Select the second app (Zoho CRM Tasks)
• Specify the name of the sync and click Create

# 3. Allow access to Todoist and Zoho CRM

You'll then see two 'Access & Settings' sections for both sides of the sync.For each of them you have to click the 'Sign In' button and sign in to the corresponding business app.If you cannot see the 'Sync In' button, it means you need to enter the credentials manually (API Key, username/password or similar).

In some complex scenarios it might be difficult to get the settings right.Please don't hesitate to contact us in case of any errors or doubts.

# 4. Configure, test and start your sync

The last thing, of course, is to test your connection and start the continuous sync itself.

To test the connection, click the 'Trigger sync' button first.Note that this doesn't sync any data yet, but just schedules an initialization job that you'll see in the logs at the bottom of the page.

After a couple of moments you should see a blue 'Initialized' status.If you see a yellow 'Finished with error' instead, most probably there's an error with access or settings.Feel free to contact us in such case.

Now you can test the sync itself.By default, SyncPenguin only syncs newly created or updates data.So go ahead and create a test entry in Todoist or Zoho CRM, and click 'Trigger sync' once again.You should see it synced in the other app you specified.Great!

If you'd like to sync your old data, use the 'Migrate existing data' button.Feel free to contact us to be sure you're doing the right thing, or if you need to apply any complex filters.

The final step is to configure and start your continuous sync.You can configure the following basic things:

• How often the sync is triggered (Sync period)
• The direction of the sync (two-way or one-way)
• Whether it's allowed to sync deletes or not

Make sure you click the 'Save' button once you're done configuring.

Then just click the 'Start periodic sync' button and your continuous sync will be running!

Zoho To Do List

# Contact us

In case you have any questions, or if you'd like to request a custom sync to be built based on your requirements feel free to contact us using the form below.

# Learn more

Use Zoho Flow to integrate Todoist with Zoho Notebook, in atleast 42 different ways, without writing code. Automate any tasks that keep you away from what you do best.

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Explore prebuilt integration flows to get started

Create notebooks in Zoho Notebook for new projects in Todoist

Use this flowLoad More

Didn't find the integration you are looking for? Create one yourself.

All Triggers - A trigger kickstarts the flow

New incomplete task

Triggers when an incomplete task is added to the selected project

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

New project

Triggers when a new project is created

Any completed task

Triggers when a task (including recurring tasks) is completed in the selected project

Completed task

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

Note card created

Triggers when a new note card is created in the selected notebook

Note card updated

Triggers when an existing note card is updated

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All Actions - Action are the automated tasks

Invite user to project

Invites a user to a project by email

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Update task

Updates the details of an existing task

Mark task completed

Marks the specified task as completed

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch user

Fetches a user by email. The user must be connected with your account.

Create note card

Creates a new note card in the selected notebook

Fetch notebook

Fetches a notebook by its name

Fetch note card

Fetches a note card by its unique ID

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Zoho Todo App

What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Start your 15 day free trial

Testimonial

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action

Advanced tools to help you build complex workflows in minutes

Webhooks

Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

Schedules

Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

Decisions

Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

Delays

Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.