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Microsoft To Do + Redtail CRM Integrations

How to connect Microsoft To Do + Redtail CRM

Zapier lets you send info between Microsoft To Do and Redtail CRM automatically—no code required.

When this happens...
Microsoft To DoMicrosoft To Do
Completed Task

Triggers when a task is completed.

automatically do this!
Redtail CRMRedtail CRM
Create Activity

Creates a new activity in your database.

Supported triggers and actions

What does this mean?

How Microsoft To Do + Redtail CRM Integrations Work

  1. Step 1: Authenticate Microsoft To Do + Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
microsoft-todo logo
microsoft-todo logo
microsoft-todo logo

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.

Related categories

  • Microsoft
  • Task Management

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn More

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