Integrer Todoist med Nutshell
Nutshell CRM is an all-in-one sales automation and customer management system designed to streamline your workflow.
Todoist er et populært oppgavebehandlingsverktøy som hjelper deg å holde deg organisert og få ting gjort.
Når du integrerer Nutshell og Todoist, blir det enda enklere å administrere oppgavene dine, og sikrer at ingenting faller gjennom sprekkene.
Todoist CRM-integrasjonsfordeler:
- Forenkle arbeidsflyten din: Med Nutshells integrasjon med Todoist trenger du ikke lenger å bytte frem og tilbake mellom verktøyene for å administrere oppgavene dine. Ved å integrere Nutshell og Todoist kan du automatisk synkronisere oppgaver på tvers av begge verktøyene. Alle oppgavene dine er samlet på ett sted, noe som gjør det enklere enn noensinne å holde oversikten over arbeidsmengden din.
- 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.
Krav:
For å bruke denne integrasjonen trenger du en Todoist-konto og en Nutshell regnskap.
Slik kommer du i gang
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.
Not a Nutshell customer yet?
Prøv Nutshell gratis i 14 dager, eller la oss vise deg rundt før du kaster deg ut i det.
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“text”: “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.”
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“@type”: “Question”,
“name”: “Can I control which tasks and projects sync?”,
“acceptedAnswer”: {
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“text”: “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.”
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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.