Microsoft To Do + MyCRM Sync
Manage updated deal statuses in MyCRM Sync by creating tasks in Microsoft To Do
Boost your productivity by integrating MyCRM and Microsoft To Do. Whenever there's a change in deal status in MyCRM, this automation will create a new task in Microsoft To Do, helping you stay on top of your workflow with ease. You'll never miss out on any task progress, allowing you to smoothly manage your deals, saving you time and improving your efficiency.
Boost your productivity by integrating MyCRM and Microsoft To Do. Whenever there's a change in deal status in MyCRM, this automation will create a new task in Microsoft To Do, helping you stay on top of your workflow with ease. You'll never miss out on any task progress, allowing you to smoothly manage your deals, saving you time and improving your efficiency.
- When this happens...Deal Status Changed
Triggers when a deal changes status.
- automatically do this!Create Task
Triggers when a new task is created.
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItList
Try It
Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
New List
Triggers when a new list is created.
Try It
