How can I filter leads assigned to specific team members?

DryMerge allows you to filter leads by their assignment. Specify the team members you are interested in, and DryMerge will handle the rest.

Can I use this with another task app instead of Microsoft To Do?

Yes, you can use this with another task management app instead of Microsoft To Do. Just describe the changes, and DryMerge will configure the automation accordingly.

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

Sales representatives and account managers use this automation to stay updated on new leads assigned to them, ensuring prompt follow-up and engagement.

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Microsoft To Do + Zoho CRM

Create Microsoft To Do Tasks for New Zoho CRM Leads Assigned to You

Stay on top of your new leads by creating tasks in Microsoft To Do whenever a lead is assigned to you in Zoho CRM. This helps ensure timely follow-ups and engagement with potential customers.

New Lead Assigned

Triggers when a lead is assigned to you in Zoho CRM.

Create Follow-Up Task

Creates a Microsoft To Do task for follow-up.

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

or pick a common variation below

Create Microsoft To Do Tasks for Zoho CRM Workflow Rules

Microsoft To Do + Zoho CRM

Create Microsoft To Do Tasks from Updated Deals in Zoho CRM

Microsoft To Do + Zoho CRM

Generate Microsoft To Do Tasks for Inactive Deals in Zoho CRM

Microsoft To Do + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Microsoft To Do tasks for new Zoho CRM leads assigned to you"

Create Microsoft To Do tasks for new Zoho CRM leads assigned to you

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 + Zoho CRM.

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 Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

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.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.