Microsoft To Do + Zoho CRM
Create tasks in Microsoft To Do for new leads in Zoho CRM
Stay on top of your sales process with this efficient workflow that connects Zoho CRM and Microsoft To Do. Whenever a new lead is added to your Zoho CRM, a task will be created in Microsoft To Do, keeping your to-do list organized and ensuring you never miss out on an opportunity. Focus on converting leads and closing deals, while this automation takes care of your task management.
Stay on top of your sales process with this efficient workflow that connects Zoho CRM and Microsoft To Do. Whenever a new lead is added to your Zoho CRM, a task will be created in Microsoft To Do, keeping your to-do list organized and ensuring you never miss out on an opportunity. Focus on converting leads and closing deals, while this automation takes care of your task management.
- When this happens...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.
- automatically do this!Create Task
Triggers when a new task is created.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
