Can I filter which contacts create tasks?

You can filter new contacts based on their role, company size, or other qualifying criteria to trigger this automation.

Can I customize follow-up actions for new contacts?

Yes, you can set specific actions like sending a welcome email or scheduling a demo based on the contact type.

Who uses this automation and for what purpose?

Sales representatives who need to manage their prospecting activities and ensure no lead goes cold use this automation frequently.

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Microsoft To Do + Pipedrive

Create Follow-Up Tasks in Microsoft To Do for New Pipedrive Contacts

Ensure timely follow-ups with prospective clients using this automation. When a new contact is added to Pipedrive, a reminder task is created in Microsoft To Do to schedule an introductory call or meeting. This keeps your sales process efficient and proactive.

New Pipedrive Contact

Triggers when a new contact is added to Pipedrive.

Create Follow-Up Task

Creates a follow-up task to contact the new lead.

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

or pick a common variation below

Create Follow-Up Tasks in Microsoft To Do for Pipedrive Deal Transfers

Microsoft To Do + Pipedrive

Create Follow-Up Tasks in Microsoft To Do for Stalled Pipedrive Deals

Microsoft To Do + Pipedrive

Create Tasks in Microsoft To Do for New Pipedrive Activities

Microsoft To Do + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Microsoft To Do for new Pipedrive contacts"

Create follow-up tasks in Microsoft To Do for new Pipedrive contacts

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 + Pipedrive.

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 Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

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.