Microsoft To Do + Salesforce
Add Tasks to Microsoft To Do for Follow Up on Closed Salesforce Opportunities
Ensure continued client engagement by creating follow-up tasks in Microsoft To Do whenever opportunities are closed in Salesforce. This helps sales teams maintain relationships and seek new opportunities for growth.
Closed Sales Opportunity
Triggers whenever an opportunity is marked as closed in Salesforce.
Create Follow-Up Task
Automatically creates a follow-up task for the sales team to check in on the client.
See more Microsoft To Do to Salesforce integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Add tasks to Microsoft To Do for follow up on closed Salesforce opportunities"
Add tasks to Microsoft To Do for follow up on closed Salesforce opportunities
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.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
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