Kylas CRM + Microsoft To-Do Integration

Connect Kylas CRM to Microsoft To-Do in 1 click

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Kylas CRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new Kylas CRM contact

Kylas 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 Kylas 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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Kylas CRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new Kylas 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 Kylas CRM? Well now there is!

With our integration between Kylas CRM and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a deal is created in Kylas CRM, you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
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Kylas CRM + Microsoft To-Do Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • 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
2.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • 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
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

Integrate Kylas CRM & Microsoft To-Do In 1 Click
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