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Microsoft To Do + Salesforce Integrations

How to connect Microsoft To Do + Salesforce

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  • Microsoft To Do triggers, actions, and search
    Completed Task
    Triggers when a task is completed.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    New List
    Triggers when a new list is created.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    Updated Task
    Triggers when a task is updated.
    Trigger
    Scheduled
  • Microsoft To Do triggers, actions, and search
    Create List
    Creates a new list.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Create Task
    Creates a new task.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Complete Task
    Marks a task as complete.
    Action
    Write
  • Microsoft To Do triggers, actions, and search
    Find a Task
    Search for a Task.
    Action
    Search
  • Microsoft To Do

    Finds a task by title, or creates one if none is found.

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Microsoft To Do + Salesforce Integrations Work

  1. Step 1: Authenticate Microsoft To Do and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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