Capsule CRM + Todoist Integration

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Popular Capsule CRM + Todoist Workflows

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Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM person

Capsule CRM and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in Todoist? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Todoist is a great tool for this.

All you need to do is - integrate Todoist with Capsule CRM to create task in Todoist automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Todoist Integration

Create Todoist task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Todoist to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Todoist, creating task in Todoist is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
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Capsule CRM + Todoist Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist
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