Microsoft To Do + Redtail CRM
Create tasks in Microsoft To Do for new activities in Redtail CRM
Stay organized and efficient with this workflow that seamlessly connects Redtail CRM with Microsoft To Do. Whenever a new activity is created in Redtail CRM, it triggers an immediate task creation in Microsoft To Do. This streamlined process helps you stay on top of your workload by ensuring all activities in your CRM are mirrored as to-dos in your task list. Cut down on migration efforts and improve productivity with this simple, effective setup.
Stay organized and efficient with this workflow that seamlessly connects Redtail CRM with Microsoft To Do. Whenever a new activity is created in Redtail CRM, it triggers an immediate task creation in Microsoft To Do. This streamlined process helps you stay on top of your workload by ensuring all activities in your CRM are mirrored as to-dos in your task list. Cut down on migration efforts and improve productivity with this simple, effective setup.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Triggers when a new task is created.
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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
