Freshsales Suite + Microsoft To Do

Create tasks in Microsoft To Do for new Freshsales Suite contacts and streamline your workflow

Effortlessly stay on top of your sales tasks with this efficient workflow. When you add a new contact in Freshsales Suite, it automatically creates a task in Microsoft To Do for seamless task management. Save time and ensure no prospect slips through the cracks by having your to-do list updated in real-time as your contact list grows.

Effortlessly stay on top of your sales tasks with this efficient workflow. When you add a new contact in Freshsales Suite, it automatically creates a task in Microsoft To Do for seamless task management. Save time and ensure no prospect slips through the cracks by having your to-do list updated in real-time as your contact list grows.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerPolling
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Complete Task

    Marks a task as complete.

    ActionWrite
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Supported triggers and actions

    • Filter NameRequired

    • Include Contact Details

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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

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