Intégrez Podio avec Nutshell
Integrating Nutshell and Podio allows you to streamline your sales and customer management processes by syncing your customer and prospect information, sales activity, and more all in one place.
Nutshell Le CRM est une puissante plateforme de gestion de la clientèle qui aide les organisations B2B à automatiser leur processus de vente, à suivre les prospects et à conclure plus de transactions.
Podio est une plateforme de gestion de projet personnalisable qui permet aux équipes d’organiser les tâches, de communiquer plus efficacement et de collaborer efficacement.
Avantages de l’intégration de Podio CRM :
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- Processus de vente simplifié : Grâce à notre intégration, vous n’aurez pas à saisir manuellement des informations dans les deux Nutshell et Podio, qui vous fait gagner du temps et réduit les erreurs.
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- Centralized customer and sales data: Syncing your customer information and sales activity across both platforms allows you to have a single source of truth for your sales process, making it easier to see where you stand with each prospect or customer.
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- Amélioration de la collaboration au sein de l’équipe : En synchronisant les informations et les activités clés sur les deux plateformes, votre équipe peut travailler ensemble de manière plus transparente et plus efficace, ce qui améliore les taux de réussite des projets et la communication globale de l’équipe.
Exigences :
Pour utiliser cette intégration, vous aurez besoin d’un compte Podio et d’un Nutshell compte.
Comment démarrer
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.
FAQs: Integrating Podio with Nutshell
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Do I need a specific Nutshell plan to use the Podio integration?
Nope! All Nutshell plans—from Foundation to Enterprise—include full access to integrations at no extra charge. Whether you’re on our most affordable plan or our top-tier option, you can connect Podio and 5,000+ other apps to your CRM.
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Does the Nutshell-Podio integration involve additional costs?
Not a penny. Integrations are completely free with every Nutshell subscription. Our team handles the Zapier setup and covers all Zapier fees on your behalf, so you get the benefits of the integration without any surprise costs or technical headaches.
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What data syncs between Nutshell and Podio?
You can sync customer and prospect information, sales activities, deal details, and custom fields between platforms. The specific data points depend on how you configure the integration through Zapier, giving you flexibility to choose what matters most to your workflow.
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What’s the difference between Zapier integrations and Nutshell’s App Marketplace integrations?
With App Marketplace, we handle everything—our engineers set up the integration, monitor it, and cover Zapier costs. With Zapier integrations, you set them up yourself and manage any associated fees. Both give you powerful automation, but Marketplace integrations are simpler if you prefer a hands-off approach.
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What other project management tools integrate with Nutshell besides Podio?
We support integrations with Asana, Monday.com, Smartsheet, Notion, Trello, and many others through Zapier or our App Marketplace. Plus, we connect with 5,000+ total applications, so you can build your perfect tech stack alongside Nutshell.
