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Microsoft To-Do + pipelinedeals Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Microsoft To-Do + pipelinedeals

  • Microsoft To-Do pipelinedeals

    Microsoft To-Do + pipelinedeals

    Create Company to pipeline deals from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    pipelinedeals Create Company
  • Microsoft To-Do pipelinedeals

    Microsoft To-Do + pipelinedeals

    Create Task to pipeline deals from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    pipelinedeals Create Task
  • Microsoft To-Do pipelinedeals

    Microsoft To-Do + pipelinedeals

    Update Company in pipeline deals when New List is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    pipelinedeals Update Company
  • Microsoft To-Do pipelinedeals

    Microsoft To-Do + pipelinedeals

    Create Person to pipeline deals from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    pipelinedeals Create Person
  • Microsoft To-Do pipelinedeals

    Microsoft To-Do + pipelinedeals

    Create Deal to pipeline deals from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    pipelinedeals Create Deal
  • Microsoft To-Do {{item.actionAppName}}

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

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

It's easy to connect Microsoft To-Do + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Microsoft To-Do & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Microsoft To-Do and pipelinedeals

Microsoft To-Do is a new task manager app for Android and iOS. Microsoft offers this free app to its users as an alternative to the Outlook Calendar, which comes with Office 365, for managing their tasks and reminders.

This app was first unveiled at the Microsoft Ignite conference in September 2016 and subsequently released to public on March 7th, 2017.

According to the official website of Microsoft To-Do, it is more than a simple list. It is an intelligent task manager that helps you break down the large tasks into smaller ones and then organize them into lists. You can also add notes and photos to your tasks. The app provides a Today view where you can see your tasks and reminders at a glance. You can also set up recurring tasks or use location-based reminders.

Most importantly, this app also allows you to cplaborate with others. For example, you can create a shared list with your cpleagues and share it among all of you. Each person can add new items to the list and update its status.

This app is a great productivity top for the people who are using other Microsoft apps such as the Outlook calendar, Word, Excel, PowerPoint, OneNote etc. This app is available for free on both Android and iOS devices.

Pipelinedeals is a cloud-based business management software created by Pipelinedeals Inc. in 2015. The software is designed to allow you to manage your sales pipeline and increase your sales performance. With this top, you can create a sales pipeline automatically or manually and track your sales activities. You can see reports that provide you with useful information about your pipeline, opportunities, accounts, contacts, and leads.

The main features of this software are. 1. automated sales pipeline; 2. help to track leads and opportunities; 3. help to manage accounts and contacts; 4. online cplaboration; 5. CRM integration; 6. mobile access; 7. customizable dashboard; 8. lead qualification top; 9. email tracking; 10. reporting and analytics tops; 11. customer service tops; 12. customizable fields; 13. activity stream; 14. deals tracking; 15. reporting and analytics tops; 16. integrations with other apps such as Gmail, Google Drive, MS Office, Salesforce etc.; 17. multilingual support.

Pipelinedeals is available on different platforms such as PC, Mac OSX, iOS, Android, Windows Phone 8/8.1, Blackberry 10/10+. You can even install this software on Linux servers using Docker container technpogy making it available on any platform without the need to install any additional packages (Docker Hub.

Integration of Microsoft To-Do and pipelinedeals brings some benefits for pipelinedeals’ customers:

  • Integration of Microsoft To-Do and pipelinedeals allows users to use pipelinedeals without the need to download another app or use another browser tab (as in case of using another task management program . It makes task management easier than ever before.
  • Integration of Microsoft To-Do and pipelinedeals simplifies the order of actions necessary for setting up a new pipeline manually or automatically. There is no need to go back and forth between several programs since you can do everything from one place (that is Microsoft To-Do.
  • Integration of Microsoft To-Do and pipelinedeals allows users to complete their task management by performing a single action (i.e., creating a new pipeline. Without integration of these two apps, users would have to complete several actions in order to track their sales activities (i.e., they would have to create a new pipeline manually or automatically in pipelinedeals , create new opportunities in pipelinedeals , add contacts and leads in pipelinedeals , create a new list in Microsoft To-Do etc.. In addition, users would have to repeat these actions on a regular basis so that they could fplow up on their sales activities quickly and effectively.
  • Integration of Microsoft To-Do and pipelinedeals allows users to insert notes into their tasks directly from the Microsoft To-Do app while they are creating new pipelines or updating existing ones in pipelinedeals . This means that they don’t have to switch between multiple apps in order to perform this action (i.e., when they are creating a pipeline in pipelinedeals , they must open their word document or spreadsheet in order to insert notes into the existing contacts or leads; when they are updating an existing pipeline in pipelinedeals , they must open their word document or spreadsheet too. Having notes embedded into their pipelines allows users to make it easier for themselves since there is no need for them to search for a note later on when they want to refer back to it. Instead of having to go back to the original document or spreadsheet from which they took the notes or find it on their computer, they can simply open the relevant list in Microsoft To-Do and find all the relevant information there (if they have embedded it correctly.

The process to integrate Microsoft To-Do and pipelinedeals 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.