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.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
Microsoft To-Do + SalesforceCreate Lead to Salesforce from New List in Microsoft To-Do Read More...
Microsoft To-Do + SalesforceCreate Custom Object to Salesforce from New List in Microsoft To-Do Read More...
Microsoft To-Do + SalesforceCreate Contact to Salesforce from New List in Microsoft To-Do Read More...
Microsoft To-Do + SalesforceUpdate Contact in Salesforce when New List is created in Microsoft To-Do Read More...
Microsoft To-Do + SalesforceUpdate Custom Object in Salesforce when New List is created in Microsoft To-Do Read More...
It's easy to connect Microsoft To-Do + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new list.
Creates a new task
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Microsoft To-Do is a to-do list app that helps people manage their time and tasks. It was released in March 2018. This app is available on Windows, iOS, Android, Mac and Web. The app is a part of Microsoft 365. Microsoft To-Do lets users create and manage their tasks by adding comments and attachments, cplaborating with others and setting reminders. The app is integrated with Outlook Calendar so it also includes meetings, reminder notifications and calendar events.
Salesforce is an online customer relationship management (CRM. software company headquartered in San Francisco, California. The company’s CRM software is used for sales, service and marketing professionals. Some of the features of this platform include analytics and social networking. The new Lightning Experience was introduced in 2016, along with artificial intelligence called Einstein.
Integration of Microsoft To-Do and Salesforce can be done in two ways:
This method allows a user to take a task from Salesforce, add it to the To-Do list and then have it sent back to Salesforce.
One can synchronize all the tasks listed in Microsoft To-Do to Salesforce and vice versa. This method is mostly used by organizations who want to combine both the tops’ functionalities.
Some benefits of integrating these two apps are:
Microsoft To-Do and Salesforce can be integrated in various ways depending upon the needs of the organization. This integration can help users manage their tasks simply and effortlessly.
The process to integrate Microsoft To-Do and Salesforce 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.