Capsule CRM tasks can be used as reminders for your sales team, but you may also need to track these tasks in Todoist. Use Zapier to automatically start adding new Capsule CRM tasks to Todoist as they are created.
Once you set up this Capsule CRM to Todoist integration, new Capsule CRM tasks created from that point forward are automatically added to Todoist.
Note: This Zapier integration doesn't create Todoist tasks from existing Capsule CRM tasks, only tasks that are created after you've set it up.
How It Works
- A new Capsule CRM task is created
- Zapier adds the task to Todoist
What You Need
- A Capsule CRM account
- A Todoist account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when you complete a task on a project.
Creates a new project.
Triggers when you add an incomplete task to a project.
Creates a new task.