Microsoft To-Do + Copper Integration

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Copper + Microsoft To-Do Integration

Create Microsoft To-Do task for new Copper person

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

When you create a person in Copper, 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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Copper + Microsoft To-Do Integration

Create Microsoft To-Do task for new Copper task

Copper 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 Copper. Microsoft To-Do is a great tool for this.

All you need to do is - integrate Microsoft To-Do with Copper to create task in Microsoft To-Do automatically when certain task occur in Copper. This can save you time by not having to manually create tasks in both systems.
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Microsoft To-Do + Copper Integration
1.
  • 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
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
2.
  • Microsoft To-Do
    Create task in Microsoft To-Do
  • Microsoft To-Do
    Complete task in Microsoft To-Do
  • Microsoft To-Do
    Update task in Microsoft To-Do
  • Microsoft To-Do
    Create task list in Microsoft To-Do
  • Microsoft To-Do
    Get task by id in Microsoft To-Do
  • Microsoft To-Do
    Delete task in Microsoft To-Do
  • Microsoft To-Do
    Search task in Microsoft To-Do
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
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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.

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Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.

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