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.
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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Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Creates a new lead.
Updates an existing lead.
Creates a new list.
Creates a new task
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 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.
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.
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:
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.
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.
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!
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