How can I filter for only high-value opportunities?

You can filter opportunities by their value in Salesforce. Simply define what constitutes 'high-value' for you, and DryMerge will apply this filter.

Can I set specific due dates for tasks in Microsoft To Do?

Absolutely! You can specify due dates for tasks based on the criteria you provide, such as the creation date or the expected close date of the opportunity.

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

This automation is commonly used by sales managers and representatives to ensure they track and follow up on all new sales opportunities efficiently.

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Microsoft To Do + Salesforce

Add New Salesforce Opportunities as Tasks in Microsoft To Do

This automation helps sales teams stay on top of new opportunities by adding them as tasks in Microsoft To Do. Each time a new opportunity is created in Salesforce, a corresponding task is automatically added to Microsoft To Do, ensuring follow-ups are timely and no opportunities are missed.

New Salesforce Opportunity

Triggers whenever a new sales opportunity is created in Salesforce.

Add to Microsoft To Do

Creates a new task in Microsoft To Do with the opportunity details, helping you stay on track of follow-ups.

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

or pick a common variation below

Add New Salesforce Cases as Tasks in Microsoft To Do

Microsoft To Do + Salesforce

Create Follow-Up Tasks in Microsoft To Do for Updated Salesforce Records

Microsoft To Do + Salesforce

Create Follow-Up Tasks in Microsoft To Do for Salesforce Lead Conversions

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 new Salesforce opportunities as tasks in Microsoft To Do"

Add new Salesforce opportunities as tasks in Microsoft To Do

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.