New CRM deal, task in your task manager

The moment a new project or lead lands in Keap, the scenario creates a task in Microsoft To Do with the deal name and details.

  • Every deal gets a task, automatically
  • Your team sees the work right away
  • Instant, no manual copy-paste
Set it upScriptera

How it works

To pass leads from Keap to Microsoft To Do automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Hubspot Trigger
  2. Then: Click Up

You can launch this Keap + Microsoft To Do integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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