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Google Tasks + Microsoft Dynamics 365 CRM

Create tasks in Google Tasks for new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by creating a related task in Google Tasks. With this workflow, every time you add a new contact in Dynamics 365 CRM, a corresponding task will be created in Google Tasks, ensuring you never miss an important follow-up. Streamline your sales process and improve your customer relationship management with this efficient automation.

Effortlessly manage your new contacts in Microsoft Dynamics 365 CRM by creating a related task in Google Tasks. With this workflow, every time you add a new contact in Dynamics 365 CRM, a corresponding task will be created in Google Tasks, ensuring you never miss an important follow-up. Streamline your sales process and improve your customer relationship management with this efficient automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
google-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn moreHelp

Related categories

  • Google
  • Task Management

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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