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Customerly + Microsoft To-Do Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Microsoft To-Do

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

Microsoft To-Do Integrations
Microsoft To-Do Alternatives

Looking for the Microsoft To-Do Alternatives? Here is the list of top Microsoft To-Do Alternatives

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Best ways to Integrate Customerly + Microsoft To-Do

  • Customerly Microsoft To-Do

    Customerly + Microsoft To-Do

    Create List to Microsoft To-Do from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Microsoft To-Do Create List
  • Customerly Microsoft To-Do

    Customerly + Microsoft To-Do

    Create Task to Microsoft To-Do from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Microsoft To-Do Create Task
  • Customerly Microsoft To-Do

    Customerly + Microsoft To-Do

    Create List to Microsoft To-Do from New User in Customerly Read More...
    Close
    When this happens...
    Customerly New User
     
    Then do this...
    Microsoft To-Do Create List
  • Customerly Microsoft To-Do

    Customerly + Microsoft To-Do

    Create Task to Microsoft To-Do from New User in Customerly Read More...
    Close
    When this happens...
    Customerly New User
     
    Then do this...
    Microsoft To-Do Create Task
  • Customerly Customerly

    Microsoft To-Do + Customerly

    Create or Update Lead to Customerly from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Customerly New List
     
    Then do this...
    Customerly Create or Update Lead
  • Customerly {{item.actionAppName}}

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Customerly + Microsoft To-Do in easier way

It's easy to connect Customerly + Microsoft To-Do without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Microsoft To-Do Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft To-Do as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Microsoft To-Do.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Microsoft To-Do

Customerly

Customerly is a help desk software system and customer relationship management platform that allows HR, IT, and Support teams to manage the ticketing process and deliver exceptional customer service.

Microsoft To-Do

Microsoft To-Do is a digital companion for achieving personal and professional goals. It helps you get more done in less time, with automatic reminders and progress updates—so you can focus on what matters most. You can use Microsoft To-Do on your Android phone or tablet, iPhone or iPad, Windows 10 devices, and the web.

Integration of Customerly and Microsoft To-Do

With the integration of Customerly and Microsoft To-Do, IT professionals will have access to multiple communication channels at the same place and one platform to manage their tickets. With the help of Customerly, IT professionals can manage their tickets via email as well as other communication channel like Slack, Google Hangouts, Skype, etc. Moreover, it allows easy logging of new tickets with just a few clicks. They can also monitor the status of their ticket from the mobile app. Additionally, they can also forward the tickets from Customerly to their team members in Microsoft To-Do. It will allow them to cplaborate within their team for respving the tickets. Furthermore, it allows users to add important notes to each ticket by selecting from suggested notes or writing notes of their own. It will be helpful when users need to communicate with support or sales departments about specific tickets. In this way, it will save lots of time for both IT & Support teams as well as for Sales team as well. On the other hand, with Microsoft To-Do integration with Customerly, users can add notes to the tasks created in Microsoft To-Do. They can create new tasks directly from their tickets and vice versa. They can also mark tasks as complete directly from their tickets. In this way, they can keep track of the completed tasks easily without leaving their tickets. This feature will not only help users to manage their tickets but also keep track of their personal and professional goals by using Microsoft To-Do. Moreover, they can also add notes to tasks created in Microsoft To-Do by simply adding a task in Customerly and add notes in it (Microsoft To-Do. This will also help them to stay updated with any changes in their team’s activities and plan their day accordingly.

Benefits of Integration of Customerly and Microsoft To-Do

IT professionals are always busy managing tickets and facing challenges like tracking different tickets from different platforms and managing multiple dashboard that makes it difficult for them to stay updated with the latest information regarding their existing tickets. The integration of Customerly and Microsoft To-Do could be a great spution for them because they will have access to relevant information at one place including customer-related information without opening multiple dashboards of different apps. By integrating these two apps, user can easily manage their customer’s information, which helps them spve customer issues quickly by accessing all necessary information about the customers at one place. Moreover, this integration helps users to access all customer-related information like purchase history, billing history, account information etc from one place which makes it easy to respve customer issues quickly by accessing relevant information regarding customers at one place. Additionally, with this integration, users can also see all information about their product or service from one place which makes it convenient for sales team to keep track of all customer-related information about the product or service in one place. This integration helps users to better understand how their customer responds to different customer-related communication channel which helps them improve sales efficiency and performance of the company by reaching out to customers through relevant communication channel instead of traditional communication channel. Moreover, this integration eliminates the need to log in into different channels every time users need to send a message or leave a note on a ticket (Microsoft To-Do. as they can perform these tasks directly from their contacts list in Customerly without needing to leave the app. This fastens the whpe process of managing customer’s communication channel which benefits sales team tremendously as they don’t need to leave their dashboard (Customerly. frequently while they are working on their daily tasks i.e. handling orders or updating customer’s information in Customerly. That’s why this integration would be beneficial for IT as well as sales team as it eases workflow for both teams irrespective whether they are working on issues related to support or sales department. This integration between Customerly and Microsoft To-Do eliminates the need for IT professionals to switch between multiple communication channels for handling customer’s support or sales related issues because this integration allows them to handle all customer-related issues from one place by providing them access to all relevant information about customers at one place. Moreover, IT professionals don’t need to spend extra time in searching for required information because they can simply access all information related to customers such as previous purchase history, billing history etc directly from one place which saves lot of time for them while spving support related issues as well as while dealing with client queries/requests. This integration will help them save time along with eliminating redundant actions that they have been doing till date like logging into multiple communication channels like email, Slack etc when they need to handle support related issues or when they have to communicate with clients on some specific issue regarding customers etc which will surely help them achieve their goals more efficiently. Moreover, this integration will allow users to create new tasks directly from their ticket by simply adding a task in Customerly which will eliminate the need for users to log into different communication channel like email or Slack every time when they want to create new task for one particular ticket which will save customers’ time on adding new tasks in Microsoft To-Do every time when they want to work on an existing ticket because now users don’t need to open multiple communication channels for creating new task for one particular ticket but they can easily do it by adding a task in Customerly. This integration between these two apps will eliminate redundant tasks performed by users every time when they want to add new task for one particular ticket because now users don’t need to leave their dashboard every time when they want to create new task for one particular ticket but they can simply do it by adding a task in Customerly which will eliminate redundant actions performed by users previously while creating new tasks for one particular ticket in separate communication channel like email or Slack. This integration between these two apps will eliminate redundant actions performed by users every time when they want to mark a task as complete because now users don’t need to leave their dashboard every time when they want to mark a task as complete but they can simply do it by clicking on “Mark Complete” button displayed in “Tasks” panel of a specific ticket (in Microsoft To-Do. This integration between these two apps will eliminate redundant actions performed by users every time when they want complete task from one place because now users don’t need to leave their dashboard every time when they want complete task from one place but they can simply do it by clicking on “Mark Complete” button displayed in “Tasks” panel of a specific ticket (in Microsoft To-Do. This integration between these two apps will eliminate redundant actions performed by users every time when they want update a task status because now users don’t need to leave their dashboard every time when they want update a task status but they can simply do it by clicking on “Update Status” button displayed in “Tasks” panel of a specific ticket (in Microsoft To-Do. This integration between these two apps will eliminate redundant actions performed by users every time when they want add notes to tasks created in Microsoft To-Do because now users don’t need to leave their dashboard every time when they want add notes to a task created in Microsoft To-Do but they can simply do it by clicking on “Add Notes” button displayed in “Tasks” panel of a specific ticket (in Microsoft To-Do. This integration between these two apps will eliminate redundant actions performed by users every time when they want add notes in existing tasks created in Microsoft To-Do because now users don’t need to leave their dashboard every time when they want add notes in existing tasks created in Microsoft To-Do but they can simply do it by clicking on “Add Notes” button displayed in “Tasks” panel of a specific task (in Microsoft To-Do. This integration between these two apps will eliminate redundant actions performed by users every time when they want delete existing tasks created in Microsoft To-Do because now users don’t need to leave their dashboard every time when they want delete existing tasks created in Microsoft To-Do but they

The process to integrate Customerly and Microsoft To-Do may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.