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Microsoft To Do + Salesforce

Add new Microsoft To Do tasks as leads to Salesforce campaigns

Effortlessly streamline your sales process with this Microsoft To Do and Salesforce integration. Whenever you create a new task in Microsoft To Do, this workflow adds a lead to a campaign in Salesforce, ensuring a seamless connection between your task management and sales efforts. Stay organized and boost your team's productivity with this time-saving automation.

Effortlessly streamline your sales process with this Microsoft To Do and Salesforce integration. Whenever you create a new task in Microsoft To Do, this workflow adds a lead to a campaign in Salesforce, ensuring a seamless connection between your task management and sales efforts. Stay organized and boost your team's productivity with this time-saving automation.

  1. When this happens...
    Microsoft To DoMicrosoft To Do
    New Task

    Triggers when a new task is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • TitleRequired

    Action
    Write
    • ListRequired

    • TaskRequired

    Action
    Write
    • TitleRequired

    • List

    • Note

    • Due Date

    • Reminder Date

    • Turn reminder on?

    • Importance

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.

Related categories

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions