Bigin by Zoho CRM + Microsoft To-Do Integration

Connect Bigin by Zoho CRM to Microsoft To-Do in 1 click

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Microsoft To-Do
    Task is created in Microsoft To-Do
  • Microsoft To-Do
    Task is completed in Microsoft To-Do
  • Microsoft To-Do
    Task is updated in Microsoft To-Do
  • Microsoft To-Do
    Task list is created in Microsoft To-Do
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2.

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Ready Workflows Ready Workflows   for Bigin by Zoho CRM + Microsoft To-Do Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new Bigin by Zoho CRM task

Bigin by Zoho CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Bigin by Zoho CRM. Microsoft To-Do is a great tool for this.

All you need to do is - integrate Microsoft To-Do with Bigin by Zoho CRM to create task in Microsoft To-Do automatically when certain task occur in Bigin by Zoho CRM. This can save you time by not having to manually create tasks in both systems.
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Bigin by Zoho CRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new Bigin by Zoho CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Microsoft To-Do to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Bigin by Zoho CRM? Well now there is!

With our integration between Bigin by Zoho CRM and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
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Bigin by Zoho CRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new Bigin by Zoho CRM contact

Bigin by Zoho CRM and Microsoft To-Do are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Bigin by Zoho CRM, do you also create a task in Microsoft To-Do? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Who Is This Integration For?

Sales Managers
Sales Managers
Customer Support Teams
Customer Support Teams
Project Managers
Project Managers
Entrepreneurs
Entrepreneurs
Business Consultants
Business Consultants
Sales Managers
Sales managers need to keep track of follow-up tasks related to new leads entered into BiginbyZohoCRM. It’s challenging to manually transfer these details to Microsoft To Do, resulting in missed opportunities.
Customer Support Teams
Customer support teams often need to manage tasks associated with client follow-ups documented in BiginbyZohoCRM. Without automation, keeping track of these tasks manually in Microsoft To Do can lead to inefficiencies.
Project Managers
Project managers require a streamlined way to handle tasks related to customer projects managed in BiginbyZohoCRM. Without a connection to Microsoft To Do, they struggle with manual tracking, which increases the risk of overlooking critical tasks.
Entrepreneurs
Entrepreneurs often manage client relationships and related tasks single-handedly through BiginbyZohoCRM. Manually syncing tasks to Microsoft To Do is time-consuming and error-prone, impacting their ability to manage tasks effectively.
Business Consultants
Business consultants need to track and follow up on various tasks associated with client deals in BiginbyZohoCRM. Without linking to Microsoft To Do, they face difficulties in ensuring that all tasks are completed on time.
Bigin by Zoho CRM logo
Microsoft To-Do logo

What Can You Automate With Bigin by Zoho CRM + Microsoft To-Do

Create Microsoft To Do Task for New BiginbyZohoCRM Deal
Whenever you add a new deal in BiginbyZohoCRM, this automation creates a task in Microsoft To Do. This helps you ensure that you never forget to follow up on a promising lead.
Add Task Note in Microsoft To Do from BiginbyZohoCRM Deal Update
When a deal is updated in BiginbyZohoCRM, this automation adds a note to the corresponding task in Microsoft To Do. You gain better task context and maintain continuity across your tools.
Create a Task in Microsoft To Do from a New Contact in BiginbyZohoCRM
Each time you get a new contact in BiginbyZohoCRM, a task is created in Microsoft To Do. This keeps you proactive by reminding you to reach out and build relationships with potential clients.
Add Task with Deadline in Microsoft To Do from Scheduled BiginbyZohoCRM Activity
When you schedule an activity in BiginbyZohoCRM with a set deadline, a task is created in Microsoft To Do with the same deadline. This ensures timely action on important activities.
Log BiginbyZohoCRM Call into Microsoft To Do Task List
Every call you log in BiginbyZohoCRM generates a task in your Microsoft To Do list. It helps you follow up effectively on client conversations with action items immediately documented.
And much more...
Automations

Top 10 Most Popular Bigin by Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Bigin by Zoho CRM logo
WhatsApp logo
Share updated Bigin by Zoho CRM deal via WhatsApp message
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Google Calendar logo
Create Google Calendar event for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
MSG91 logo
Send MSG91 sms for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Share updated Bigin by Zoho CRM deal via WhatsApp message
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Google Calendar logo
Create Google Calendar event for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
MSG91 logo
Send MSG91 sms for new Bigin by Zoho CRM deal
Activate
Shopify logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact from new Shopify customer
Activate
Bigin by Zoho CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Bigin by Zoho CRM task
Activate
Google Sheets logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new Google Sheets row
Activate
Bigin by Zoho CRM logo
Picky Assist logo
Send Picky Assist message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Vonage SMS API logo
Send Vonage SMS API message for new Bigin by Zoho CRM deal
Activate
Shopify logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact from new Shopify customer
Activate
Bigin by Zoho CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Bigin by Zoho CRM task
Activate
Google Sheets logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new Google Sheets row
Activate
Bigin by Zoho CRM logo
Picky Assist logo
Send Picky Assist message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Vonage SMS API logo
Send Vonage SMS API message for new Bigin by Zoho CRM deal
Activate

Top 10 Most Popular Microsoft To-Do Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft To-Do logo
Google Tasks logo
Create Google Tasks task for new Microsoft To-Do task
02
Google Tasks logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Google Tasks task
03
Microsoft To-Do logo
WhatsApp logo
Send WhatsApp message for new Microsoft To-Do task
04
Notion logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Notion database item
05
Microsoft To-Do logo
Notion logo
Create Notion database item for new Microsoft To-Do task
cloud
Microsoft To-Do
app integration
06
Todoist logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Todoist task
07
Microsoft To-Do logo
TickTick logo
Create TickTick task for new Microsoft To-Do task
08
Confluence logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Confluence post
09
Bigin by Zoho CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Bigin by Zoho CRM task
10
Vtiger CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Vtiger CRM to do
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Bigin by Zoho CRM or Microsoft To-Do With 1400+ Other Apps

Bigin by Zoho CRM
Bigin by Zoho CRM
Bigin helps you to manage all aspects of your sales pipeline. From creating new opportunities and converting them into deals, to managing the progress with activities like sending emails, making calls, etc., you can do it all in one place.
Microsoft To-Do
Microsoft To-Do
Microsoft To-Do not only helps you achieve more every day, it makes those things easier to get done. With intelligent Suggestions that help you plan your day, To-Do is your reliable assistant for getting things done.