Microsoft To Do automations — Sales & Leads

Ready-made scenarios where Microsoft To Do works for you (sales & leads): pick one — a copy appears in your account and runs on its own.

50 scenarios

New forms in Wufoo — Running apis in Microsoft To Do
Typeform answers become issues in Microsoft To Do
Deal moves a stage in HubSpot — a task appears in Microsoft To Do
A form response becomes a task instantly
Stage change: deals in pipedrive — Running apis in Microsoft To Do
New deals in Affinity — Updating lists in Microsoft To Do
Updated deals in Pipedrive — Running apis in Microsoft To Do
Form submissions become issues in Microsoft To Do
New HubSpot projects become tasks in Microsoft To Do
Updated customers in Chargebee — Running apis in Microsoft To Do
New CRM deal, task in your task manager
New projects in Asana — Lists in Microsoft To Do
New deals in Copper — Lists in Microsoft To Do
Stage change: deals in pipedrive — Tasks in Microsoft To Do
HubSpot submissions become tasks in Microsoft To Do
Push Salesforce leads into Microsoft To Do audiences
New customers in Stripe — Running apis in Microsoft To Do
New deals in Affinity — Running apis in Microsoft To Do
New lead in HubSpot becomes a task in Microsoft To Do
New deals in Affinity — Tasks in Microsoft To Do
Updated leads in amoCrm — Tasks in Microsoft To Do
Found: customers in Get Course — Running apis in Microsoft To Do
New lists in Microsoft To Do — Updating contacts in Amo Crm
New Amo Crm contacts — into Microsoft To Do audiences
Found: deals in Pipedrive — Running apis in Microsoft To Do
New tasks in Microsoft To Do — Deals in Bitrix24
New contacts in Amo Crm — Running apis in Microsoft To Do
New contacts in activeCampaign — Running apis in Microsoft To Do
Updated contacts in microsoftDynamicsCrm — Running apis in Microsoft To Do
New lists in Microsoft To Do — Customers in Stripe
New tasks in Microsoft To Do — Leads in Amo Crm
New lists in Microsoft To Do — Contacts in Amo Crm
New members in Bitwarden — Tasks in Microsoft To Do
New contacts in Amo Crm — Deleting tasks in Microsoft To Do
Contacts from Amo Crm into Microsoft To Do audiences
New lists in Microsoft To Do — Leads in Amo Crm
New lists in Microsoft To Do — Finding contacts in Google Contacts
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
A follow-up email after a canceled meeting — automatically
Today's top 10 hot leads — with tasks
New client onboarding — folder, tasks, channel, and email in a minute
A lead replies — the CRM card updates and a task lands on a rep
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
End-to-end client onboarding from one form
Website lead scoring — a task for the rep only on the strong ones
A pre-meeting brief: last notes, open tickets, recent changes
Lead reply intent sorting with ready tasks in Microsoft To Do
Kick off a client project the moment they pay