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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create List

    Triggers when a new list is created.

    ActionWrite
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Supported triggers and actions

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 more

Related categories

  • Microsoft
  • Task Management

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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  • CRM (Customer Relationship Management)
  • Zoho

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