How can I filter for updates to specific accounts only?

You can filter account updates in Salesforce by specifying the accounts you are interested in. Define your criteria, and DryMerge will filter for those updates accordingly.

Can I set deadlines for the tasks based on the update date?

Yes, you can configure the automation to set task deadlines based on the update date or other timeframes that suit your workflow.

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

Account managers and customer success teams use this automation to stay on top of important account updates and ensure timely follow-ups.

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Microsoft To Do + Salesforce

Add Microsoft To Do Tasks for Salesforce Account Updates

Ensure important updates to key accounts are tracked by adding them as tasks in Microsoft To Do. This automation helps account managers stay informed about changes and act swiftly to maintain strong customer relationships.

Account Update

Triggers when an account is updated in Salesforce.

Add Update Task

Adds the update details as a new task in Microsoft To Do.

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

or pick a common variation below

Generate Microsoft To Do Tasks from Salesforce Task Updates

Microsoft To Do + Salesforce

Add Tasks in Microsoft To Do for Salesforce Opportunity Follow-Ups

Microsoft To Do + Salesforce

Create Microsoft To Do Tasks for New Salesforce Contacts

Microsoft To Do + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Microsoft To Do tasks for Salesforce account updates"

Add Microsoft To Do tasks for Salesforce account updates

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 Microsoft To Do + Salesforce.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

App details

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.