Microsoft To Do + Salesforce
Create tasks in Microsoft To Do for updated records in Salesforce
Stay up-to-date with this Salesforce and Microsoft To Do integration. When a record is updated in Salesforce, a corresponding task is created in Microsoft To Do, ensuring that you remain informed and organized. This workflow helps you keep track of changes in Salesforce records without the need for manual data transfer, streamlining your task management process.
Stay up-to-date with this Salesforce and Microsoft To Do integration. When a record is updated in Salesforce, a corresponding task is created in Microsoft To Do, ensuring that you remain informed and organized. This workflow helps you keep track of changes in Salesforce records without the need for manual data transfer, streamlining your task management process.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Task
Triggers when a new task is created.
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