Integrar Todoist con Nutshell

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

Todoist es una popular herramienta de gestión de tareas que te ayuda a mantenerte organizado y a hacer las cosas.

Al integrar Nutshell y Todoist, se vuelve aún más fácil administrar sus tareas, asegurándose de que nada se pierda.

Beneficios de la integración de Todoist CRM:

• Simplifica tu flujo de trabajo: Con la integración de Nutshellcon Todoist, ya no tendrás que ir y venir de una herramienta a otra para gestionar tus tareas. La integración de Nutshell y Todoist te permite sincronizar tareas en ambas herramientas automáticamente. Todas tus tareas están en un solo lugar, por lo que es más fácil que nunca estar al tanto de tu carga de trabajo.
• 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.

Requisitos:

Para usar esta integración, necesitarás una cuenta de Todoist y un Nutshell cuenta.

Cómo empezar

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.

Más información