Microsoft To Do + Redtail CRM
Add new Redtail CRM activities to Microsoft To Do as completed tasks
Effortlessly manage your tasks with this Redtail CRM and Microsoft To Do integration. Whenever a new activity is created in Redtail CRM, this workflow will automatically complete the corresponding task in Microsoft To Do. Stay organized and never miss an update or deadline with this seamless automation.
Effortlessly manage your tasks with this Redtail CRM and Microsoft To Do integration. Whenever a new activity is created in Redtail CRM, this workflow will automatically complete the corresponding task in Microsoft To Do. Stay organized and never miss an update or deadline with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Complete Task
Marks a task as complete.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
