Integriere Todoist mit Nutshell

Nutshell CRM is an all-in-one sales automation and customer management system designed to streamline your workflow.

Todoist ist ein beliebtes Aufgabenmanagement-Tool, das dir hilft, organisiert zu bleiben und Dinge zu erledigen.

Wenn Sie Nutshell und Todoist wird es noch einfacher, deine Aufgaben zu verwalten und sicherzustellen, dass nichts durch die Maschen fällt.

Vorteile der Todoist CRM-Integration:

• Vereinfachen Sie Ihren Arbeitsablauf: Mit der Integration von Nutshellin Todoist müssen Sie nicht mehr zwischen verschiedenen Tools hin und her wechseln, um Ihre Aufgaben zu verwalten. Die Integration von Nutshell und Todoist ermöglicht es Ihnen, Aufgaben in beiden Tools automatisch zu synchronisieren. Alle Ihre Aufgaben befinden sich an einem Ort und machen es einfacher denn je, den Überblick über Ihr Arbeitspensum zu behalten.
• Stay organized: Nutshell tracks all of your customer data in one place, including your interactions, tasks, and appointments. By integrating with Todoist, you can keep your task list up-to-date and your priorities straight.
• Collaborate with your team: Nutshell’s integration with Todoist makes it easy to collaborate with your team. You can share tasks with your colleagues, leave comments, and track progress.

Anforderungen:

Um diese Integration nutzen zu können, benötigst du ein Todoist-Konto und ein Nutshell Konto.

Wie man anfängt

This integration is powered by Zapier – set it up with your Zapier account.

There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.

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Frequenly Asked Questions

• What does the Nutshell + Todoist integration do?

  It connects your CRM and task lists so you can automate follow‑ups and keep deals moving. Tasks sync two‑way, and you can track due dates, assignees, and completion while mapping Todoist projects to the right Nutshell records.

• Is the sync two‑way, and which fields are included?

  Yes—updates made in either app appear in the other. Core fields that sync include task title, due date, assignee, and completion status. You can also map Todoist projects to specific Nutshell leads, companies, or contacts for organized tracking.

• How do I set it up?

  In Nutshell, go to Integrations, choose Todoist, click Connect, and authorize your Todoist account. Then pick which projects to sync, set your assignee and due‑date preferences, and choose how tasks map to Nutshell records.

• Can I control which tasks and projects sync?

  Yes. You can select specific Todoist projects to sync and map them to the correct Nutshell records. Many teams also choose to sync only sales‑related tasks or tasks created by Nutshell to keep personal to‑dos out of the CRM.

• Does this integration cost extra?

  You’ll need active accounts for both Nutshell and Todoist. Availability may vary by plan; check each product’s pricing page for details. The integration itself does not require a separate purchase from a third party.

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