How to connect CONSENSUS + Microsoft To Do
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Demo Watched
Triggers when a demo is watched from Sales Accelerator.
Try ItList
Leave empty to trigger on all lists.
Try ItList
Leave empty to trigger on all lists.
Try ItTitleRequired
New Lead
Triggers when a new lead is collected in Consensus.
Try ItNew List
Triggers when a new list is created.
Try ItList
Leave empty to trigger on all lists.
Try ItTitleRequired
List
Leave empty to use the default list "Tasks".
Note
Due Date
NOTE that the time portion is assumed to be midnight.
Reminder Date
Turn reminder on?
Importance
How CONSENSUS + Microsoft To Do Integrations Work
- Step 1: Authenticate CONSENSUS and Microsoft To Do.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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