Copper + Microsoft To Do
Create tasks in Microsoft To Do for new leads in Copper
Efficiently manage your sales leads by instantly creating tasks in Microsoft To Do when a new lead is added in Copper. This workflow helps you keep track of important tasks related to each lead, ensuring you stay organized and never miss a follow-up opportunity. Just connect your Copper and Microsoft To Do accounts, and watch as new tasks are seamlessly created for every incoming lead.
Efficiently manage your sales leads by instantly creating tasks in Microsoft To Do when a new lead is added in Copper. This workflow helps you keep track of important tasks related to each lead, ensuring you stay organized and never miss a follow-up opportunity. Just connect your Copper and Microsoft To Do accounts, and watch as new tasks are seamlessly created for every incoming lead.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Task
Triggers when a new task is created.
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