How can I define the period of inactivity?

You can specify the period of inactivity (e.g., 30 days) in the DryMerge settings, and the automation will trigger accordingly.

Can I use a different CRM instead of HubSpot?

Yes, you can use a different CRM like Salesforce. Provide the necessary changes, and DryMerge will update the automation to fit your preferred CRM.

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

This is useful for sales managers who need to keep their teams on track with inactive deals and ensure that no opportunity is missed.

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HubSpot + Microsoft To Do

Create Follow-Up Tasks in Microsoft To Do for Stale HubSpot Deals

Keep your sales pipeline active by creating follow-up tasks in Microsoft To Do for deals that have been inactive in HubSpot. This ensures that your sales team revisits inactive deals and makes the necessary effort to close them.

Inactive HubSpot Deal

Identifies when a deal in HubSpot hasn't progressed for the specified period.

Create Follow-Up Task

Generates a task in Microsoft To Do, prompting your sales team to take action.

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

or pick a common variation below

Create Follow-Up Tasks in Microsoft To Do for New HubSpot Contacts in Specific Industries

HubSpot + Microsoft To Do

Create Tasks in Microsoft To Do for New HubSpot Documents

HubSpot + Microsoft To Do

Generate Microsoft To Do Tasks for Lost HubSpot Deals

HubSpot + Microsoft To Do

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 stale HubSpot deals"

Create follow-up tasks in Microsoft To Do for stale HubSpot deals

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 HubSpot + Microsoft To Do.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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.