Integrate Zoho CRM with Microsoft To-Do

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

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM + Microsoft To-Do quick connects for faster integration? Here’s our list of the best Zoho CRM + Microsoft To-Do quick connects.

Explore quick connects

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Connect Zoho CRM + Microsoft To-Do in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

How Zoho CRM & Microsoft To-Do Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Microsoft To-Do.

    (2 minutes)

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

Integration of Zoho CRM and Microsoft To-Do

Zoho CRM?

Zoho CRM is a product of Zoho Corporation. It is a customer relationship management (CRM. software spution that provides businesses with the ability to manage and track their leads, customers, and business contacts. Zoho CRM integrates with other Zoho applications and enterprise software.

Microsoft To-Do?

Microsoft To-Do is a free task-management app from Microsoft. It is designed to help users organize their tasks and notes and view everything in one place. Users can add tasks to their project, view them as a checklist or calendar, and set reminders for tasks.

Integration of Zoho CRM and Microsoft To-Do

Zoho CRM and Microsoft To-Do are integrated with each other so that users can easily get things done. You can create a new task in Microsoft To-Do by adding a new item in your contact card. It will sync all your tasks from Microsoft To-Do to Zoho CRM so you can use it as an actionable task. You can also add new contacts from Microsoft To-Do to Zoho CRM so you can manage them more efficiently. You can also view documents stored in Zoho Docs or Google Drive directly from your contact record in Zoho CRM. It is very convenient to view your documents without leaving the application.

Benefits of Integration of Zoho CRM and Microsoft To-Do

Integrating Zoho CRM and Microsoft To-Do has many benefits. For example, users can share important documents with their contacts by uploading them in Zoho Docs or Google Drive. They have access to these documents at any time. In addition, they can quickly create tasks when a contact asks for something without leaving the application. Another benefit of integrating the two applications is that users can easily organize their tasks by using the Kanban board feature of Microsoft To-Do. All the tasks are organized in cpumns on the board to make them easier to see. Last but not least, users can view the history of tasks and what they did to finish them in Zoho CRM. The history includes all tasks created from Microsoft To-Do and their status changes.

In conclusion, we believe that integrating Zoho CRM and Microsoft To-Do is beneficial because it helps users get things done faster and easier than ever before.

The process to integrate Zoho CRM 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