How can I filter for call logs related to high-priority accounts?

You can filter call logs by account priority in Salesforce, ensuring that tasks are created only for high-priority accounts. Define what 'high-priority' means for you, and DryMerge will handle the rest.

Can I include call details in the Microsoft To Do task description?

Yes, you can include details such as call duration, summary, and next steps in the task description to keep all relevant information at hand.

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

Sales representatives and managers use this automation to track and follow up on call activities, ensuring no important conversations are missed.

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Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for Salesforce Call Logs

Maintain smooth follow-up processes by creating tasks in Microsoft To Do for each call log recorded in Salesforce. This helps sales teams stay organized and ensure that all calls are properly logged and acted upon if necessary.

New Call Log

Triggers when a new call log is recorded in Salesforce.

Create To Do Task

Creates a task in Microsoft To Do with call details.

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 Salesforce Quote Approvals

Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for New Salesforce Leads

Microsoft To Do + Salesforce

Create Tasks in Microsoft To Do for New Salesforce Notes

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 Salesforce call logs"

Create tasks in Microsoft To Do for Salesforce call logs

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.