Create Redtail CRM activities for new Microsoft To Do tasks
Efficiently manage your tasks and client activities with this seamless workflow between Microsoft To Do and Redtail CRM. When a new task is added in Microsoft To Do, an activity is created in Redtail CRM, ensuring that you stay on top of your client interactions and projects. Simplify your task management process with this time-saving automation.
Efficiently manage your tasks and client activities with this seamless workflow between Microsoft To Do and Redtail CRM. When a new task is added in Microsoft To Do, an activity is created in Redtail CRM, ensuring that you stay on top of your client interactions and projects. Simplify your task management process with this time-saving automation.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Activity
Creates a new activity in your database.
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