Integrate Microsoft To-Do with Freshsales

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

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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.

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.

Freshsales Integrations
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Best Microsoft To-Do and Freshsales Integrations

  • Microsoft To-Do Integration Freshsales Integration

    Microsoft To-Do + Freshsales

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

    Microsoft To-Do + Freshsales

    Update Lead in Freshsales when New List is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New List
     
    Then do this...
    Freshsales Integration Update Lead
  • Microsoft To-Do Integration Freshsales Integration

    Microsoft To-Do + Freshsales

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

    Microsoft To-Do + Freshsales

    Update Lead in Freshsales when New Task is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New Task
     
    Then do this...
    Freshsales Integration Update Lead
  • Microsoft To-Do Integration Freshsales Integration

    Microsoft To-Do + Freshsales

    Create Lead from Freshsales from Updated Task to Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration Updated Task
     
    Then do this...
    Freshsales Integration Create Lead
  • Microsoft To-Do Integration {{item.actionAppName}} Integration

    Microsoft To-Do + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

How Microsoft To-Do & Freshsales Integrations Work

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

    (2 minutes)

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

Integration of Microsoft To-Do and Freshsales

Microsoft To-Do is a task management service that helps millions of individuals and teams get things done. It offers simple, intelligent and modern interface to help you focus on the most important tasks at hand. Microsoft To-Do is an intelligent assistant that can help you get more done with less effort. It is designed to make it easier for people to manage their busy lives and accomplish more.

Freshsales is a CRM and sales and marketing automation software by Freshworks (formerly Freshdesk. Freshsales can be used through web and mobile apps and works across all major platforms. It provides features like lead tracking, email templates, quotes and invoices. It also allows users to create custom forms and gives tops for project management and cplaboration with team members.

Integration of Microsoft To-Do and Freshsales will enable users to add tasks to their To-Do lists from Freshsales. Users will be able to add tasks from Freshsales directly to their To-Do lists so they don’t have to worry about switching between applications in order to add a new task or update an existing one. The integration is frictionless and easy to use, allowing users to add tasks in a single click. For example, employees can add a task from Freshsales to their task list when they create a new contact in the CRM top. They may want to add a task such as “fplow up with John Doe about his wife’s birthday” or “order flowers for Maria’s birthday.” This will save time by not requiring them to switch from Freshsales to To-Do in order to add a task.

Benefits of Integration of Microsoft To-Do and Freshsales:

The integration of Freshsales and To-Do will benefit both companies and end users in the fplowing ways:

For end users:

It will reduce the time spent switching between different applications.

It will provide its users with an overview of all their tasks in one place.

It enables users to create tasks faster within Freshsales.

For Freshworks/Freshsales:

It will allow the company to reach out to more customers.

It will enhance the profile of the company in the industry.

Integrating Microsoft To-Do and Freshsales will result in reduction of time spent by employees effectively managing their daily tasks. Freshsales will benefit by reaching out to more customers, while providing users an overview of their daily tasks in one place.

The process to integrate Microsoft To-Do and Freshsales 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.