Method CRM + Microsoft To Do
Create tasks in Microsoft To Do for new activities in Method CRM
Stay organized and on top of your tasks with this seamless workflow. Every time there's new activity in your Method CRM, it creates a task in Microsoft To Do. This way, you can efficiently manage your customer relationship tasks without having to manually track and transfer information. Step-up your productivity by turning your CRM activity into actionable tasks.
Stay organized and on top of your tasks with this seamless workflow. Every time there's new activity in your Method CRM, it creates a task in Microsoft To Do. This way, you can efficiently manage your customer relationship tasks without having to manually track and transfer information. Step-up your productivity by turning your CRM activity into actionable tasks.
- When this happens...New Activity
Triggers when a new activity is added.
- automatically do this!Create Task
Triggers when a new task is created.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
