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Microsoft Dynamics CRM + Google Tasks Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Google Tasks

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Google Tasks

Google Tasks is a to do list that makes it easy to plan your day and stay organized. It helps you keep track of the tasks that matter most to you—at work, at home, and everywhere in between.

Google Tasks Integrations
Google Tasks Alternatives

Looking for the Google Tasks Alternatives? Here is the list of top Google Tasks Alternatives

  • Todoist Todoist
  • Microsoft To-Do Microsoft To-Do

Best ways to Integrate Microsoft Dynamics CRM + Google Tasks

  • Microsoft Dynamics CRM Google Tasks

    Microsoft Dynamics CRM + Google Tasks

    Create Task List to Google Tasks from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Google Tasks Create Task List
  • Microsoft Dynamics CRM Google Tasks

    Microsoft Dynamics CRM + Google Tasks

    Create Task to Google Tasks from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Google Tasks Create Task
  • Microsoft Dynamics CRM Google Tasks

    Microsoft Dynamics CRM + Google Tasks

    Update Task in Google Tasks when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Google Tasks Update Task
  • Microsoft Dynamics CRM Google Tasks

    Microsoft Dynamics CRM + Google Tasks

    Create Task List to Google Tasks from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Google Tasks Create Task List
  • Microsoft Dynamics CRM Google Tasks

    Microsoft Dynamics CRM + Google Tasks

    Create Task to Google Tasks from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Google Tasks Create Task
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Google Tasks in easier way

It's easy to connect Microsoft Dynamics CRM + Google Tasks without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Completed Task

    Triggers when a task is completed in a specific task list.

  • New Task

    Triggers when a new task is added or updated old task.

  • New Task List

    Triggers when a new task list is created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Task

    Creates a new task.

  • Create Task List

    Creates a new task list.

  • Update Task

    Update an existing task.

How Microsoft Dynamics CRM & Google Tasks Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Google Tasks 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 Microsoft Dynamics CRM to Google Tasks.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Google Tasks

I will start with the background and ways to integrate, and I will end with my recommendations. My recommendations will be based on my experience with both platforms and my experience as a computer consultant.

Microsoft Dynamics CRM is one of the most popular customer relationship management (CRM. software in the world. It was developed by Microsoft for Windows users. It's compatible with the Windows operating system and is primarily used for sales and marketing purposes. This is a platform that can keep track of customers and their information. It can also be used for staff scheduling and contact management. This software application has been around since 2002 and has been used by over 100 million people across the globe. The most recent version of MS Dynamics CRM is called Dynamics 365 and it is comprised of five different apps. Sales, Customer Service, Field Service, Marketing, and Project Service Automation. These apps can all be purchased separately or together as one package. Sales and marketing are the two most popular apps, but customer service is also a great option for any company that deals with customers directly.

There are many different options available when it comes to integrating your CRM with other applications. One of the most popular integrations is using a Google Tasks app to integrate tasks with your CRM. This can be done through a website called Zapier.com. Zapier allows you to create a "Zap" that will connect two apps or websites together. The integration of your tasks with your CRM is completed through a series of "Zaps." There are three basic steps to completing this integration. First, you need to link your website to the Google Tasks app. Second, you need to create an IFTTT task. Finally, you need to create a Zap to connect your website with your CRM.

As part of my business, I have been using both Microsoft Dynamics CRM and Google Tasks for almost a decade now. When I first started using Tasks, it was a very simple app that could only do one thing which was simple to-do lists. In the past few years, this app has been upgraded to include some really cop features such as integrations with other applications. The integration between Tasks and MS Dynamics CRM is pretty cop because it allows you to create tasks from within MS Dynamics CRM and then have those tasks show up in Tasks when they are created. The best thing about this integration is how easy it is to set up. It only takes about 10 minutes to complete the entire process because you can use Zapier to handle all of the setup for you.

One of the things that makes Tasks so great is that it is available on pretty much every device including iPhone, Android, Mac, PC, iPad, Chrome, etc. With these options available to you, you can complete your important tasks wherever you are in whatever device you want. You can even send yourself reminders in case you forget about something which happens to me all the time. Overall, I consider Google Tasks to be one of the best free apps available because it has so many wonderful features.

Overall, I recommend using Google Tasks because it is free and easy to use. This is definitely one of the best apps out there simply by how easy it is to set up and use. There are also many other benefits associated with using Tasks since it's an app that can sync with many other apps like Outlook, Slack, Trello, etc.

The process to integrate Microsoft Dynamics CRM and Google Tasks 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.