Create new tasks in Microsoft To Do when triggers occur in Leadinfo
Stay on top of your leads with this efficient workflow. When a new trigger event occurs in Leadinfo, a task is instantly created in your Microsoft To Do list. Save time and eliminate the risk of forgetting to follow up on important leads. You never miss a shot at winning a new client with this integration.
Stay on top of your leads with this efficient workflow. When a new trigger event occurs in Leadinfo, a task is instantly created in your Microsoft To Do list. Save time and eliminate the risk of forgetting to follow up on important leads. You never miss a shot at winning a new client with this integration.
- When this happens...Trigger
Triggers when a configured trigger inside Leadinfo is matched
- automatically do this!Create Task
Triggers when a new task is created.
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