How can I filter for specific deal stages?

DryMerge allows you to filter deal stages. Specify which stages you want to track, and only changes in those stages will create tasks in Microsoft To Do.

Can I include deal details in the task description?

Yes, DryMerge can include details such as deal value and stage in the task description for easy reference.

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

Sales teams use this automation to keep track of the progress of their deals and ensure timely actions are taken for each stage change.

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HubSpot + Microsoft To Do

Track HubSpot Deal Stage Changes with Microsoft To Do

Ensure you stay updated on the progress of your deals by creating tasks in Microsoft To Do whenever there's a change in the stage of a HubSpot deal. This automation helps sales teams track the pipeline effectively and take necessary actions promptly.

HubSpot Deal Stage Change

Triggers when a HubSpot deal changes its stage.

Create Microsoft To Do Task

Creates a new task in Microsoft To Do with the deal details.

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

or pick a common variation below

Add New HubSpot Meetings to Microsoft To Do

HubSpot + Microsoft To Do

Add New HubSpot Deals to Microsoft To Do as Tasks

HubSpot + Microsoft To Do

Add New HubSpot Web Visits as Tasks in Microsoft To Do

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, "Track HubSpot deal stage changes with Microsoft To Do"

Track HubSpot deal stage changes with Microsoft To Do

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.