kvCORE + Microsoft To Do integrations
Create tasks in Microsoft To Do from new campaign actions in kvCORE
Create a streamlined workflow between kvCORE and Microsoft To Do. Whenever a campaign action occurs in kvCORE, this automation immediately generates a task in Microsoft To Do. This simplifies your process, allowing you to stay organized and focused on your marketing strategies without the need to manually transfer tasks.
- When this happens...Campaign ActionTriggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create TaskTriggers when a new task is created.
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More things you can do with kvCORE and Microsoft To Do
Discover other triggers and actions you can use with kvCORE and Microsoft To Do
- Campaign Zap IDRequired
Try ItTriggerInstant- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
ActionWrite
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- New List
Triggers when a new list is created.
Try ItTriggerPolling
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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.
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