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Microsoft To Do
Microsoft To Do
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Microsoft To Do
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Microsoft To Do.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Microsoft To Do and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft To Do and Salesforce with AI agents and code
Beyond Zap workflows. Call Microsoft To Do and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft To Do and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create List
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Microsoft To Do and Salesforce
Flag updates for IT-managed Salesforce records.
When a specific Salesforce record managed by the IT team is updated, Zapier can create a task in Microsoft To Do to flag the update. This ensures consistent monitoring and maintenance of critical data handled by IT.
When a new lead is created in Salesforce, Zapier can automatically create a task in Microsoft To Do for the marketing team. This helps maintain a timely outreach process, ensuring no potential lead slips through the cracks.
Streamline follow-up on completed tasks linked to opportunities.
When a task in Microsoft To Do is marked as complete, Zapier can automatically update the corresponding opportunity in Salesforce. This ensures the status of client follow-ups aligns with the latest activity, providing real-time transparency and reducing the chance of overlooked tasks.
Learn how to automate Microsoft To Do on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Microsoft To Do to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft To Do + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft To Do and Salesforce
How do I connect Microsoft To Do with Salesforce?
To connect Microsoft To Do with Salesforce, we recommend using our platform to authenticate both accounts. Once connected, you'll be able to create Zaps between the two applications, enabling triggers such as new tasks in To Do or updates in Salesforce records.
Can I automate the creation of tasks in Microsoft To Do from Salesforce Opportunities?
Yes, you can set up a trigger within our platform that activates whenever a new opportunity is created in Salesforce. This trigger can then be configured to automatically create a task in Microsoft To Do.
What triggers are available for Salesforce when integrating with Microsoft To Do?
For Salesforce, you can set up triggers like "New Record", "Updated Field on Record", or "Record Deleted" which can prompt actions such as creating a task in Microsoft To Do.
Are there actions specific to Microsoft To Do when integrated with Salesforce?
Yes, once integrated with Salesforce, actions like "Create Task", "Complete Task", and "Update Task" are available for automation workflows involving Microsoft To Do.
Is it possible to update a task in Microsoft To Do when a lead status changes in Salesforce?
Certainly! We recommend setting up a workflow where changing the lead status acts as a trigger in Salesforce. This can automatically update an associated task's details in Microsoft To Do.
Can I receive notifications on Microsoft To Do when a record is updated in Salesforce?
Yes, by setting an "Updated Record" trigger on your desired object within Salesforce, our system can notify you via creating or updating appropriate tasks in your connected Microsoft To Do.
Is it feasible to sync completed tasks from Microsoft To Do back into Salesforce?
While syncing completed tasks from Microsoft To Do back into Salesforce isn't direct, you can have actions setup so that completing a task prompts an update or creates an event log entry within the relevant record on your CRM.
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.
