Microsoft To Do + Redtail CRM
Update activities in Redtail CRM and automatically complete tasks in Microsoft To Do
Boost your productivity seamlessly with this intelligent workflow. Whenever an activity gets updated in Redtail CRM, a corresponding task is marked as done in Microsoft To Do. Effectively manage your tasks and never miss a beat, ensuring balance and efficiency is maintained across your work routine. It's like owning an additional set of helping hands to keep track of your tasks.
Boost your productivity seamlessly with this intelligent workflow. Whenever an activity gets updated in Redtail CRM, a corresponding task is marked as done in Microsoft To Do. Effectively manage your tasks and never miss a beat, ensuring balance and efficiency is maintained across your work routine. It's like owning an additional set of helping hands to keep track of your tasks.
- When this happens...Activity Updated
Triggers when an activity is updated 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
