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.
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
Looking for the Microsoft To-Do Alternatives? Here is the list of top Microsoft To-Do Alternatives
It's easy to connect Zoho CRM + Microsoft To-Do without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Creates a new list.
Creates a new task
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 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.
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.
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.
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