Microsoft Dynamics 365 CRM + Toodledo Integration

Connect Microsoft Dynamics 365 CRM to Toodledo in 1 click

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
New task is created in Toodledo
Task is marked completed in Toodledo
Task is assigned to a context in Toodledo
New starred task is added in Toodledo
New task is added in a folder in Toodledo
New note is created in Toodledo
New folder is created in Toodledo
New context is created in Toodledo

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Ready Workflows for Microsoft Dynamics 365 CRM + Toodledo Integration

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Create Toodledo task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Toodledo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a task in Toodledo? 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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When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Create a new task in Toodledo

Microsoft Dynamics 365 CRM + Toodledo Integration

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When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Create a new task in Toodledo

Microsoft Dynamics 365 CRM + Toodledo Integration

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Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
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Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

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Create Clientify contact for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new WordPress user

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Create Microsoft Dynamics 365 CRM contact for new Quickblog user

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Create WordPress user for new Microsoft Dynamics 365 CRM contact

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Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

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Create Clientify contact for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new WordPress user

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Create Microsoft Dynamics 365 CRM contact for new Quickblog user

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Create WordPress user for new Microsoft Dynamics 365 CRM contact

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Create SureCart contact for new Microsoft Dynamics 365 CRM contact

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Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

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Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

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Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

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Create SureCart contact for new Microsoft Dynamics 365 CRM contact

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Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

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Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

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Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

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Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

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Top 10 Most Popular Toodledo Automations from
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Price Comparison with Popular Alternatives

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750 Tasks

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2,000 Tasks

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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations

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Toodledo combines the best of organizational apps with the simplicity of a notepad. Use it to create lists, notes, reminders, and checklists for work, school, home, and play. It's fast and easy to use all day long.

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