Microsoft Dynamics 365 CRM + Todoist
Create tasks in Todoist for new Microsoft Dynamics 365 CRM contacts
Keep your tasks organized and stay on top of your sales leads with this efficient workflow. Every time you add a new contact in Microsoft Dynamics 365 CRM, a task will be created in Todoist, ensuring you never miss a follow-up or important action item. This seamless connection between your CRM and task management tool will allow you to focus on nurturing relationships and closing deals.
Keep your tasks organized and stay on top of your sales leads with this efficient workflow. Every time you add a new contact in Microsoft Dynamics 365 CRM, a task will be created in Todoist, ensuring you never miss a follow-up or important action item. This seamless connection between your CRM and task management tool will allow you to focus on nurturing relationships and closing deals.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
