Microsoft To-Do + OnePageCRM Integration

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OnePageCRM + Microsoft To-Do Integration

Create Microsoft To-Do task for new OnePageCRM contact

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

When you create a contact in OnePageCRM, 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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OnePageCRM + Microsoft To-Do Integration

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

With our integration between OnePageCRM and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
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Microsoft To-Do + OnePageCRM 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
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
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
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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