Loading

Microsoft To Do + Salesforce

Complete tasks in Microsoft To Do when new records are added in Salesforce

Efficiently manage your tasks by connecting Salesforce and Microsoft To Do with this seamless workflow. Whenever a new record is created in Salesforce, a task will be completed in Microsoft To Do, ensuring that you stay on top of your responsibilities and never miss a beat. Maintain productivity and simplify your task management process with this powerful automation.

Efficiently manage your tasks by connecting Salesforce and Microsoft To Do with this seamless workflow. Whenever a new record is created in Salesforce, a task will be completed in Microsoft To Do, ensuring that you stay on top of your responsibilities and never miss a beat. Maintain productivity and simplify your task management process with this powerful automation.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

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

    Marks a task as complete.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    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

Similar apps

Asana integrationsAsana integrations

Asana

Project Management
Google Tasks integrationsGoogle Tasks integrations

Google Tasks

Google, Task Management
Todoist integrationsTodoist integrations

Todoist

Task Management
salesforce logo
salesforce logo

About Salesforce

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier