Integrate Microsoft To-Do with Salesforce

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

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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 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.

Want to explore Microsoft To-Do + Salesforce quick connects for faster integration? Here’s our list of the best Microsoft To-Do + Salesforce quick connects.

Explore quick connects

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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 Attachment

    Triggers when a new attachment 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 Attachment

    Create a new attachment (max 25 mb)

  • 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 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

Integration of Microsoft To-Do and Salesforce can be done in two ways:

  • Sharing Lists between Microsoft To-Do and Salesforce

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.

  • Synchronizing Task Items between Microsoft To-Do and 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.

Benefits of Integration of Microsoft To-Do and Salesforce

Some benefits of integrating these two apps are:

  • Users can manage tasks without switching between applications since they are both integrated.
  • Users can set reminders for tasks in Salesforce directly from Microsoft To-Do. This helps them remember important tasks.
  • The integration of these two apps makes it easy for a user to share their tasks with others.
  • It helps users get to know the status of the project from all the invpved parties at one place. This helps them plan their schedule better.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm