Can I filter for notes related to specific clients?

Yes, DryMerge allows you to filter notes based on client names or other criteria you specify. Simply set your filters, and only relevant notes will be turned into tasks.

Is it possible to summarize the note contents in the task description?

Absolutely. DryMerge can be set up to include a summary of the note contents in the task description, ensuring all relevant information is easily accessible.

Which people use this automation? What do they use it for?

This automation is used by account managers who need to keep track of important client notes and ensure follow-through on action items.

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HubSpot + Microsoft To Do

Add HubSpot Notes to Microsoft To Do Tasks

Stay on top of important notes and ensure no detail is missed by creating tasks in Microsoft To Do whenever new notes are added in HubSpot. This automation is ideal for teams that rely on detailed note-taking for client interactions.

New HubSpot Note

Detects when a new note is added to a contact or deal in HubSpot.

Create Task from Note

Generates a task in Microsoft To Do, summarizing the note details to ensure follow-up.

See more HubSpot to Microsoft To Do integrations or use AI to customize your automation.

or pick a common variation below

Add HubSpot Tasks to Microsoft To Do

HubSpot + Microsoft To Do

Add New HubSpot Deals to Microsoft To Do as Tasks

HubSpot + Microsoft To Do

Add New HubSpot Meetings to Microsoft To Do

HubSpot + Microsoft To Do

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add HubSpot notes to Microsoft To Do tasks"

Add HubSpot notes to Microsoft To Do tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Microsoft To Do.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.