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Connect HubSpot CRM and Todoist

Many founders and small sales teams plan their day in Todoist but keep customers in HubSpot CRM. FlowMattic connects the two from your WordPress site, so finishing or adding a Todoist task can create or update HubSpot records, and the IDs it gets back are noted on the task. It suits freelancers, consultants and lean sales teams.

7 triggers 40 actions 6 example workflows 1 ready-made template Unlimited runs

Try a pairing

When this happens in Todoist7 triggers

Do this in HubSpot CRM25 actions

1. TriggerNew Task
2. ActionCreate Contact

When Todoist fires New Task, FlowMattic runs Create Contact in HubSpot CRM with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

HubSpot CRM and Todoist workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

HubSpot CRM app icon Todoist app icon

Create a HubSpot contact from a task in a leads project

Jot a new lead as a Todoist task with their name and email. Text Formatter pulls the email from the task, and Create Contact adds them to HubSpot.

New TaskText FormatterCreate Contact

HubSpot CRM app icon Todoist app icon

Update the deal stage when a follow-up task is done

Put the HubSpot deal ID in the task description. When you complete a task such as send proposal, Update Deal moves the deal to the next stage.

Task CompletedText FormatterUpdate Deal

HubSpot CRM app icon Todoist app icon

Log a support ticket from a labelled task

Tasks you add with a support label become HubSpot tickets, so customer problems you hear about on a call are tracked where the support team works.

New TaskFilterCreate Ticket

HubSpot CRM app icon Todoist app icon

Create a HubSpot company for each new client project

Starting a Todoist project for a new client creates the company record in HubSpot with the project name, so the CRM keeps up with the work you take on.

New ProjectCreate Company

HubSpot CRM app icon Todoist app icon

Write the new HubSpot ID back on the task

After Create Contact, Add a Task Comment saves the HubSpot record ID on the task, so later workflows and teammates can find the right record.

New TaskCreate ContactAdd a Task Comment

HubSpot CRM app icon Todoist app icon

Turn HubSpot webhook alerts into Todoist tasks

If your HubSpot plan can send webhooks from its workflows, the Webhook trigger catches them. Get Deal fetches the details and Create Task adds the follow-up to your Todoist.

WebhookGet DealCreate Task

Set up: lead tasks as HubSpot contacts

At the end, each task you add to your Todoist leads project creates a contact in HubSpot CRM.

  1. Pick a leads project

    In Todoist, create a project for new leads and agree a format, such as name on the first line and email in the description.

  2. Connect both accounts

    Under Connects, add your Todoist account and a HubSpot CRM connection that can create contacts.

  3. Start with New Task

    Create a workflow with Todoist New Task, add a test task to the leads project, and add a Filter so only that project continues.

  4. Pull out the details

    Add Text Formatter to take the email and name out of the task text.

  5. Create the contact

    Add HubSpot CRM Create Contact, map name and email, test and switch the workflow on.

Create a HubSpot contact from a task in a leads project
  1. Todoist app icon 1. Trigger in Todoist New Task
  2. 2. FlowMattic tool Text Formatter
  3. HubSpot CRM app icon 3. Action in HubSpot CRM Create Contact

    Fields mapped from the earlier steps (a typical setup)

    From TodoistTo HubSpot CRM
    Task contentFirst and last name
    Email found in descriptionEmail
    Project nameLead source
    Task due dateNext follow-up date
Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

  • Most workflows here start in Todoist and write to HubSpot CRM. The Webhook trigger is the way to react to HubSpot itself.
  • Todoist tasks have no email or deal fields. Agree a format for the task text and use Text Formatter, or the HubSpot step has nothing to match.
  • New Task fires for tasks in every project. Add a Filter on the project or a label so personal tasks do not reach your CRM.
HubSpot CRM app icon

HubSpot CRM

Integration page

Actions (25)

  • Create ContactCreates a Contact in HubSpot
  • Update ContactUpdate an existing contact in HubSpot
  • Archive ContactArchive an existing contact in HubSpot
  • Get ContactGets a contact
  • Create DealCreates a deal in HubSpot
  • Update DealUpdates an existing deal in HubSpot
  • Archive DealArchive an existing deal in HubSpot
  • Get DealGets a deal
  • Create CompanyCreates a Company in HubSpot
  • Update CompanyUpdates an existing Company in HubSpot
  • Get CompanyGets a company
  • Archive CompanyArchive an existing company in HubSpot
  • Create ProductCreates a Product in HubSpot
  • Update ProductUpdates an existing Product in HubSpot
  • Archive ProductArchive an existing product in HubSpot
  • Get ProductGets a product
  • Create Line ItemCreate a line item in HubSpot
  • Get Line ItemGets a line item
  • Archive Line ItemArchive a line item in HubSpot
  • Create TicketCreates a ticket in HubSpot
  • Update TicketUpdates an existing ticket in HubSpot
  • Archive TicketArchive an existing ticket in HubSpot
  • Get TicketGets a ticket
  • Add Contact To ListAdds a contact to a specific static list
  • Remove Contact from ListRemoves a contact from a specific static list

Triggers (7)

  • New TaskTriggers when new task is created
  • Task UpdatedTriggers when task is updated
  • Task CompletedTriggers when task is completed
  • New ProjectTriggers when new project is created
  • Project UpdatedTriggers when project is updated
  • Added LabelTriggers when new label is added
  • Added FilterTriggers when new filter is added

Actions (15)

  • Create a New LabelCreates a new label
  • Create a ProjectCreates a new project
  • Create TaskCreates a new task
  • Create SectionCreates a new section
  • Add a Project CommentAdds a new comment to project (Only for todoist premium user)
  • Add a Task CommentAdds a new comment to task (Only for todoist premium user)
  • Delete ProjectDelete a existing project
  • Delete TaskDelete a existing task
  • Delete SectionDelete a existing section
  • Get a ProjectRetrieves a project details
  • Get Label by IDRetrieves a label by ID
  • Get SectionRetrieves a section details
  • Update ProjectUpdates an existing project
  • Update TaskUpdates an existing task
  • Update SectionUpdates an existing section

Why run this pair with FlowMattic

HubSpot CRM and Todoist connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Work in Todoist, report in HubSpot

You keep the to-do list you like, and the CRM still shows new leads, deal stages and tickets.

No per-task charges

Runs are unlimited, so every completed task can update HubSpot without counting against a quota.

Client data through your site

Lead and deal details pass between Todoist and HubSpot through your own WordPress server.

Common questions

Can a new HubSpot contact create a Todoist task?

Not with a HubSpot trigger, because HubSpot CRM has none here. If your HubSpot plan can send webhooks, catch them with the Webhook trigger and run Todoist Create Task.

How does a Todoist task know which deal to update?

Store the deal ID in the task, for example in the description or as a comment. Text Formatter reads it out and Update Deal uses it.

Can completed tasks be logged on the contact?

Yes. Task Completed can run Update Contact with a field such as last contacted, using an email or contact ID kept in the task.

Can I use labels to decide what happens?

Yes. A Router after New Task can read the task's labels, so a lead label creates a contact and a support label creates a ticket.

Is there a ready-made template?

The workflow library has one that adds a HubSpot contact and a Todoist follow-up task together when an outside lead tool returns a result, then posts to Slack.

Did not find your answer? You can browse the help center or ask us directly.

Start automating HubSpot CRM and Todoist

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. HubSpot CRM integration 1.3.0, Todoist integration 1.0.