Integrate Salesforce with Microsoft To-Do

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

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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.

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.

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

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Connect Salesforce + Microsoft To-Do in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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.

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

How Salesforce & Microsoft To-Do Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Microsoft To-Do

Salesforce?

Salesforce is a powerful customer relationship management top for businesses to manage their customers and the interactions with them. It was founded in 1999 by Marc Benioff, Parker Harris, and Dave Moellenhoff who are also the current CEO of Salesforce.

Microsoft To-Do?

Microsoft To-Do is a task management app released in 2017 by Microsoft. It is available on Android, iOS, Windows 10, and Windows 10 Mobile. Since it is integrated with Office 365, all tasks that can be created in Microsoft To-Do can be synced to Outlook.

Integration of Salesforce and Microsoft To-Do

Salesforce has a plethora of features including sales, marketing, service, and others which make it a must-have for many companies. However, it also has its flaws. One of which is the lack of an integrated task manager where users can create and manage their tasks easily. This is where Microsoft To-Do comes in as it can integrate with Salesforce to spve this problem.

With Salesforce and Microsoft To-Do integration, the customer relationship management software will gain a task manager to help the users organize all their tasks into one place. This will allow every user of Salesforce to be able to access all their tasks from the CRM system without having to switch between applications.

In addition, Salesforce users will also be able to add all the contacts that they have on Salesforce onto the task list of Microsoft To-Do. From there, they will be able to see who they need to contact or team up with for certain projects.

Lastly, users will be able to use Microsoft To-Do for sharing their tasks with other people in their organization who do not have Salesforce. With the cplaboration feature of Microsoft To-Do, users will be able to share their tasks with everyone important in their business so that they can get everything done quicker and more efficiently.

Benefits of Integration of Salesforce and Microsoft To-Do

Integration of Salesforce and Microsoft To-Do will benefit both companies greatly by eliminating the need for switching between multiple applications just to complete one task. This will save users time and energy so that they can focus more on their daily tasks. As Microsoft To-Do is a newer application than Salesforce, it also benefits from having integration with an pder but still widely used product. This will allow Microsoft To-Do to reach a much bigger audience right off the bat because many people already use Salesforce. Lastly, integration will benefit Microsoft To-Do by allowing it to be available for desktop computers as well as mobile devices so that users will have greater flexibility in how they use the application. It will also allow it to expand its user base significantly as many people use desktop computers over mobile devices nowadays.

The process to integrate Salesforce and Microsoft To-Do 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