Integrate Freshsales with Microsoft To-Do

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

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About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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.

Want to explore Freshsales + Microsoft To-Do quick connects for faster integration? Here’s our list of the best Freshsales + Microsoft To-Do quick connects.

Explore quick connects

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Connect Freshsales + Microsoft To-Do in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

How Freshsales & Microsoft To-Do Integrations Work

  1. Step 1: Choose Freshsales 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 Freshsales to Microsoft To-Do.

    (2 minutes)

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

Integration of Freshsales and Microsoft To-Do


Freshsales is a sales CRM platform that helps Salesforce users to organize their workflow. It converts leads into opportunities and pushes the sales activities into the tasks on Microsoft To-Do.

  • Microsoft To-Do?
  • Microsoft To-Do is a task manager for Windows 10, iOS, Android, and web browsers. This free productivity app syncs with Microsoft 365 account to keep your important tasks in sync with your contacts, calendar events, and files across multiple devices.

  • Integration of Freshsales and Microsoft To-Do
  • Freshsales has built an integration with Microsoft To-Do to make it easier for its customers to manage the sales activity in a single place. This integration allows users to track emails, meetings, calls and other activities from within Microsoft To-Do. This means that users can see the tasks from Freshsales as cards on Microsoft To-Do. In addition, users can also create tasks directly from Microsoft To-Do’s products or services tab. This means that it will be easy to add tasks related to specific opportunities in Freshsales.

  • Benefits of Integration of Freshsales and Microsoft To-Do
  • Both Freshsales and Microsoft To-Do have their benefits. So when these two applications are integrated, they can provide greater benefits than if they were used separately. Here are some examples of these benefits:

    • Easy to Access All Tasks in One Place:

    With Freshsales integration with Microsoft To-Do, users can view their tasks directly from the task list of their favorite product. This means that all important tasks will be available in just one place. They will not need to open multiple apps to track their tasks. Instead, they can simply check their tasks in one place. At this point, they may decide which action item requires immediate attention and which ones can be completed later.

    • Easy to Manage Tasks:

    With Freshsales integration with Microsoft To-Do, users can add new tasks without leaving the task list in Microsoft To-Do. Also, users can assign the priority level or add due date to their tasks from within the task list. With these advantages, users will not need to open any other tops to complete their tasks. This means that they will get done with their tasks faster than before.

    • Easy to Share Tasks:

    With Freshsales integration with Microsoft To-Do, users can share their tasks with other individuals by simply clicking the link on a card. Then, other people will be able to see the shared task in their task lists as soon as they open Microsoft To-Do on their devices. Or even they can open the link and view the task directly from their browsers. This means that cplaborators will no longer need to spend time working together on a task in another application like Google Docs or MS Word. Instead, all tasks will be available in one place. And it only takes a few seconds for them to view the shared task. After viewing the task, they can easily add comments directly from within task card!

    The process to integrate Freshsales and MeisterTask 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm