Close + Microsoft To Do

Create Microsoft To Do tasks from new Close tasks

Effortlessly manage your tasks across multiple platforms with this workflow. When a new task is created in Close, a corresponding task will be added to Microsoft To-Do, making it easy to stay up to date and organized. Save time on manual task entry, and ensure you never miss an important task again.

Effortlessly manage your tasks across multiple platforms with this workflow. When a new task is created in Close, a corresponding task will be added to Microsoft To-Do, making it easy to stay up to date and organized. Save time on manual task entry, and ensure you never miss an important task again.

  1. When this happens...
    CloseClose
    New Task

    Triggers when a new task is created or completed.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
microsoft-todo logo
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.
Learn more

Related categories

  • Microsoft
  • Task Management

Similar apps

Asana integrationsAsana integrations

Asana

Project Management
Google Tasks integrationsGoogle Tasks integrations

Google Tasks

Google, Task Management
Todoist integrationsTodoist integrations

Todoist

Task Management