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Microsoft To-Do + Salesforce Integrations

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

  • 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 Salesforce

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
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Best ways to Integrate Microsoft To-Do + Salesforce

  • Microsoft To-Do Salesforce

    Microsoft To-Do + Salesforce

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

    Microsoft To-Do + Salesforce

    Create Custom Object to Salesforce from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Salesforce Create Custom Object
  • Microsoft To-Do Salesforce

    Microsoft To-Do + Salesforce

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

    Microsoft To-Do + Salesforce

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

    Microsoft To-Do + Salesforce

    Update Custom Object in Salesforce when New List is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do New List
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Microsoft To-Do + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Microsoft To-Do & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Microsoft To-Do and Salesforce

Microsoft To-Do

Microsoft To-Do is a task management app that helps you get things done in simpler and more meaningful ways. It uses machine learning to help you be more productive. It's available for Android, iOS, and web. (Microsoft, n.d.)

Salesforce

Salesforce is a cloud computing company that provides a customer relationship management (CRM. platform. Salesforce was founded in 1999 by Marc Benioff and Parker Harris in San Francisco. (Salesforce, n.d.)

Integration of Microsoft To-Do and Salesforce

Microsoft To-Do and Salesforce integrate seamlessly so that users can get tasks from the daily meeting from Salesforce into Microsoft To-Do. In one click or tap, an action can be created from a task in Salesforce. Users can also get the updates from Salesforce tasks in Microsoft To-Do. For example, if a user has a task called “Call John Doe” in Salesforce, he/she can complete the call in Microsoft To-Do right after completing the task in Salesforce. In addition, the user can schedule the call right from Microsoft To-Do. The integration makes users’ lives a lot easier since users do not have to switch between two different applications to complete a task. (Microsoft, n.d.)

Benefits of Integration of Microsoft To-Do and Salesforce

The integration of Microsoft To-Do and Salesforce enables users to be more productive. With this integration, users do not have to switch between different applications to complete a task. Also, there is no need for users to create duplicate tasks in both applications because they can get an action from a task in Salesforce into Microsoft To-Do with a simple click or tap. Moreover, this integration enables users to get the updates from a task in Salesforce in Microsoft To-Do. As stated above, if a user completes a task in Salesforce, he/she can get the update on the task in Microsoft To-Do right after completing it. This integration makes users’ lives easier since they do not have to switch between two different applications to get updates on an action. (Microsoft, n.d.)

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.