Microsoft To Do + Wealthbox CRM
Add new Microsoft To Do tasks to Wealthbox CRM as tasks
Effortlessly streamline your task management with this handy workflow. Whenever a new task is created in Microsoft To Do, a corresponding task will be generated in Wealthbox CRM. This way, you can stay organized and focused across your multiple platforms, ensuring nothing slips through the cracks.
Effortlessly streamline your task management with this handy workflow. Whenever a new task is created in Microsoft To Do, a corresponding task will be generated in Wealthbox CRM. This way, you can stay organized and focused across your multiple platforms, ensuring nothing slips through the cracks.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new task.
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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.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
