Keeping track of sales deals is tough. Following up, making calls, and sending emails can quickly become chaotic. But what if your to-do list and your CRM worked together like peanut butter and jelly? Sweet, reliable, and always in sync.
Let’s explore 6 to-do list CRM integrations that can make sure no deal slips through the cracks. They’re simple, fun, and even your dog could probably use them. (Okay—maybe not, but you get the idea.)
1. Trello + HubSpot
Trello is like your digital sticky note board. Combine that with the power of HubSpot CRM, and you’ve got a dream team. With this integration, you can create Trello cards when a deal hits a certain stage in HubSpot.
Why it’s awesome:
- Automate follow-ups
- Visualize your pipeline as boards
- Never forget to nudge a lead again
2. Todoist + Salesforce
You know what’s better than a completed checklist? A list that updates itself. When you connect Todoist to Salesforce, tasks can be created directly from CRM activity.
This lets your sales team stay laser-focused. Log calls, follow up with clients, boom—automatically added to Todoist.
Why it’s fun:
- Real-time sync between tools
- Break deals into bite-sized tasks
- Color-coded lists = happiness
3. ClickUp + Zoho CRM
ClickUp is your all-in-one workspace. It mixes tasks, docs, and reminders into one powerful soup. Zoho CRM is a favorite for growing businesses.
Put them together and you get a system where leads instantly turn into tasks. No need to remember when to call Joe about that demo—ClickUp’s already on it.
Why it’s useful:
- Custom automations
- Unified dashboard for your entire funnel
- Your team, totally aligned
4. Asana + Pipedrive
Working with a team? Then you know the pain of duplicate work and missed communications. That ends when you link Asana with Pipedrive.
Now, sales tasks can be assigned to marketing, support, or anyone else, right from your CRM. Collaboration made cool.
Best things about it:
- Clear ownership of each task
- Progress tracking made simple
- No more “Who was supposed to call that guy?” moments
5. Microsoft To Do + Dynamics 365
A match made in Microsoft heaven. If you already use MS tools, this is a no-brainer. Syncing Microsoft To Do with Dynamics 365 makes life easier for sales reps and managers alike.
All CRM tasks auto-populate your personal to-do list. You can even prioritize them with a single click.
Cool features:
- One ecosystem, everything talks
- Get daily task summaries in Outlook
- Plan your day with ease
6. Notion + Copper
Notion isn’t just for journaling your startup ideas. Paired with Copper CRM, it becomes a visual sales command center.
Create dynamic templates, check task boxes, and track deal progress—all inside your notes. It’s the truly customizable integration for those who like their tools sleek and stylish.
Why you’ll dig this combo:
- Editable task systems for every rep
- Connect Notion pages directly to Copper deals
- Minimal, beautiful layout
Bonus Tips for Getting Started
Here are a few quick tips before diving in:
- Start small: Sync one pipeline or task list first
- Automate, don’t complicate: Only build what helps
- Test everything: Run a 7-day trial to fine-tune
In the end, your CRM should feel like a helpful sidekick—not a root canal. With these powerful to-do integrations, you’ll stay organized, focused, and ready to close deals like a rockstar.
Now get out there and dominate your to-do list! 🚀
