How can I filter for leads from specific campaigns?

You can filter leads by their campaign source in Salesforce. Specify the campaigns you are interested in, and DryMerge will filter the leads accordingly.

Can I set priority levels for tasks created in Microsoft To Do?

Yes, you can set priority levels for tasks based on the lead's urgency or other criteria you define.

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

Sales teams and managers use this automation to ensure every new lead is tracked and followed up on promptly.

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Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for New Salesforce Leads

Keep track of new leads easily by creating tasks in Microsoft To Do each time a new lead is added to Salesforce. This automation ensures that no lead is overlooked and that follow-ups can be efficiently managed.

New Lead Added

Triggers when a new lead is added to Salesforce.

Create Microsoft To Do Task

Automatically creates a new task in Microsoft To Do to follow up with the lead.

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

or pick a common variation below

Create Tasks in Microsoft To Do for New Salesforce Notes

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 tasks in Microsoft To Do for new Salesforce leads"

Create tasks in Microsoft To Do for new Salesforce leads

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.