LeadConnector + Microsoft To Do
Create tasks in Microsoft To Do when pipeline stages are updated in LeadConnector
When a lead progresses to another stage in LeadConnector, instantly create a corresponding task in Microsoft To Do. This workflow ensures you're always on top of your leads, helping streamline management and improve productivity. Save time and enhance efficiency with this direct link between LeadConnector and Microsoft To Do.
When a lead progresses to another stage in LeadConnector, instantly create a corresponding task in Microsoft To Do. This workflow ensures you're always on top of your leads, helping streamline management and improve productivity. Save time and enhance efficiency with this direct link between LeadConnector and Microsoft To Do.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Task
Triggers when a new task is created.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
List
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New List
Triggers when a new list is created.
Try It
