How can I filter for leads converted within the past month?

You can filter leads in Salesforce by their conversion date. Specify a timeframe, such as the past month, and DryMerge will apply the filter.

Can I prioritize tasks based on lead source?

Yes, you can set task priorities in Microsoft To Do based on the lead source, ensuring high-value leads are followed up promptly.

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

Sales representatives and account managers use this automation to manage and nurture relationships with newly converted leads, turning them into satisfied customers.

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Microsoft To Do + Salesforce

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

Ensure continued engagement with converted leads by creating follow-up tasks in Microsoft To Do from Salesforce. This automation helps sales representatives manage relationships and turn leads into loyal customers.

Lead Conversion

Triggers when a lead is converted in Salesforce.

Create Follow-Up Task

Adds a follow-up 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

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

Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for Salesforce Call Logs

Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for Salesforce Quote Approvals

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, "Create follow-up tasks in Microsoft To Do for Salesforce lead conversions"

Create follow-up tasks in Microsoft To Do for Salesforce lead conversions

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.