Microsoft To Do + Zoho CRM
Create lists in Microsoft To Do for new leads in Zoho CRM
Stay organized and never miss a follow-up with your leads by connecting Zoho CRM and Microsoft To Do. With this workflow, every time a new lead is added in Zoho CRM, a corresponding task list will be created in Microsoft To Do. This way, you can efficiently manage your lead nurturing process and boost your productivity.
Stay organized and never miss a follow-up with your leads by connecting Zoho CRM and Microsoft To Do. With this workflow, every time a new lead is added in Zoho CRM, a corresponding task list will be created in Microsoft To Do. This way, you can efficiently manage your lead nurturing process and boost your productivity.
- 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 List
Triggers when a new list 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
