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Zapier makes it easy to integrate Microsoft To Do with Pipedrive - no code necessary. See how you can get setup in minutes.
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Microsoft To Do
Microsoft To Do
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Microsoft To Do
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Microsoft To Do.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Microsoft To Do and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft To Do and Pipedrive with AI agents and code
Beyond Zap workflows. Call Microsoft To Do and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft To Do and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create List
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Microsoft To Do and Pipedrive
Track new client tasks in your sales pipeline.
When a new task is added in Microsoft To Do, Zapier automatically creates a related deal in Pipedrive. This helps business owners seamlessly align task management with sales activities without manual data entry.
When a task is created in Microsoft To Do to coordinate campaign efforts, Zapier will automatically match it to an existing deal in Pipedrive or create a new one if necessary. This ensures campaigns are aligned with sales objectives and no leads fall through the cracks.
When a new deal is created in Pipedrive, Zapier automates task list creation in Microsoft To Do. This minimizes administrative overhead and keeps your sales team organized and focused on closing deals.
Learn how to automate Microsoft To Do on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Microsoft To Do to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft To Do + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft To Do and Pipedrive
Can I integrate Microsoft To Do with Pipedrive to create tasks automatically?
Yes, you can set up triggers in Pipedrive to automatically create tasks in Microsoft To Do. For instance, when a new deal is added in Pipedrive, a corresponding task can be generated in Microsoft To Do.
What triggers are available for the integration between Microsoft To Do and Pipedrive?
Triggers include actions like adding new deals, moving deals to a different stage, or updating contact information in Pipedrive. These triggers can initiate various actions such as creating tasks or updating existing ones in Microsoft To Do.
How do I ensure my tasks stay updated between Microsoft To Do and Pipedrive?
Our integration allows real-time updates. For example, if you mark a task as completed in Microsoft To Do, it can automatically update the status of the related deal in Pipedrive.
Are there any limits on the number of tasks I can sync between the two platforms?
While our platform handles numerous tasks efficiently, it's essential to check both Microsoft To Do and Pipedrive for their respective data limits and plan allowances as that might affect syncing.
Can I customize what information is included when creating a task from a deal?
Yes, you have control over what details from your Pipedrive deals are included when generating tasks. You can select specific fields such as deadline dates, client names, or priority levels to be part of your task description.
Is it possible to trigger actions in Pipedrive based on task completion status in Microsoft To Do?
Certainly. You can set automations so that once a task is marked complete in Microsoft To Do, follow-up actions such as notifying team members or updating deal progress happen within Pipedrive.
What happens if there is an error during the integration process between these apps?
In case of errors during integration setup or execution, our support team provides detailed logs and troubleshooting steps to identify and fix issues promptly. Make sure all permissions are correctly set up on both platforms for smooth functioning.
About Microsoft To Do
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.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.