Can I filter which activities create tasks?

Certainly, you can filter activities based on their type, priority, or other criteria in Pipedrive to trigger this automation.

Can I define what constitutes a key account?

Yes, you can specify the parameters that define a key account, and DryMerge will configure the automation accordingly.

Who uses this automation and for what purpose?

Account managers and client relationship teams use this to ensure all actions for key accounts are tracked and addressed promptly, maintaining strong client relations.

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Microsoft To Do + Pipedrive

Track Key Account Activities in Microsoft To Do

Manage your key accounts effectively by tracking all their activities. When an activity is logged for a key account in Pipedrive, a task is created in Microsoft To Do. This helps ensure that all key account actions are adequately followed up, fostering strong client relationships.

Key Account Activity

Triggers when an activity is logged for a key account in Pipedrive.

Create Task for Activity

Creates a task in Microsoft To Do for the activity.

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

or pick a common variation below

Notify Client Contract Renewals in Microsoft To Do

Microsoft To Do + Pipedrive

Notify Overdue Payments in Microsoft To Do for Pipedrive Invoices

Microsoft To Do + Pipedrive

Create Escalation Tasks in Microsoft To Do for Stalled Pipedrive Activities

Microsoft To Do + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track key account activities in Microsoft To Do"

Track key account activities in 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 Microsoft To Do + Pipedrive.

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 Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

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.