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Microsoft To Do + Salesflare

Create tasks in Microsoft To Do for new opportunities in Salesflare

Streamline your workflow with this easy solution. Whenever a new opportunity arises in Salesflare, a corresponding task will be instantly created in Microsoft To Do. This automation saves valuable time and ensures no opportunity goes unnoticed, allowing you to focus on what matters - closing deals. Enhance your productivity and stay ahead of the game.

Streamline your workflow with this easy solution. Whenever a new opportunity arises in Salesflare, a corresponding task will be instantly created in Microsoft To Do. This automation saves valuable time and ensures no opportunity goes unnoticed, allowing you to focus on what matters - closing deals. Enhance your productivity and stay ahead of the game.

  1. When this happens...
    SalesflareSalesflare
    New Opportunity

    Triggers when a new opportunity has arrived.

    TriggerScheduled
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Tag

    Trigger
    Scheduled
    Try It
    • Owner

    • Assignee

    • Stage

    • Tag

    • Min Value

    • Max Value

    Trigger
    Scheduled
    Try It
    • WorkflowRequired

    • Event

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • ContactRequired

    Action
    Write
    • WorkflowRequired

    • Step NumberRequired

    • EventRequired

    Trigger
    Scheduled
    Try It
    • AccountRequired

    • UserRequired

    Action
    Write
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.
Learn moreHelp

Related categories

  • Microsoft
  • Task Management

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salesflare logo
salesflare logo

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

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