Microsoft To Do + Zoho CRM

Update Zoho CRM module entries when tasks are completed in Microsoft To Do

Stay on top of your tasks and ensure your CRM is up to date with this streamlined workflow. When you complete a task in Microsoft To Do, this automation creates or updates a module entry in Zoho CRM, keeping your team informed about your accomplishments. Save time by eliminating manual data entry and enhance your productivity with this integrated process.

When this happens...
Completed Task
Triggers when a task is completed.
TriggerScheduled
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

- List
Trigger
Scheduled
Try It
- List
Trigger
Scheduled
Try It
- TitleRequired
Action
Write
- ListRequired
- TaskRequired
Action
Write
- ListRequired
- Title
- Include completed tasks?
Action
Search

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

New List
Triggers when a new list is created.
Trigger
Scheduled
Try It
- List
Trigger
Scheduled
Try It
- TitleRequired
- List
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ListRequired
- TitleRequired
- Include completed tasks?
- Note
- Due Date
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

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 more Help

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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By team

Microsoft To Do + Zoho CRM

Update Zoho CRM module entries when tasks are completed in Microsoft To Do

Completed Task

List

New Task

List

Create List

Complete Task

ListRequired

TaskRequired

Find a Task

ListRequired

Title

Include completed tasks?

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New List

Updated Task

List

Create Task

TitleRequired

List

Note

Due Date

Reminder Date

Turn reminder on?

Importance

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Task

ListRequired

TitleRequired

Include completed tasks?

Note

Due Date

Reminder Date

Turn reminder on?