Microsoft To-Do + simPRO Integration

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simPRO + Microsoft To-Do Integration

Create Microsoft To-Do task for new simPRO individual customer

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

When you create a individual customer in simPRO, 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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Microsoft To-Do + simPRO 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
  • simPRO
    Job is created in simPRO Instant
  • simPRO
    Company customer created in simPRO Instant
  • simPRO
    Job is updated in simPRO Instant
  • simPRO
    Company customer updated in simPRO Instant
  • simPRO
    Site is created in simPRO Instant
  • simPRO
    Site is updated in simPRO Instant
  • simPRO
    Individual customer created in simPRO Instant
  • simPRO
    Individual customer updated in simPRO Instant
  • simPRO
    Quote is created in simPRO Instant
  • simPRO
    Quote is updated in simPRO Instant
2.
  • Microsoft To-Do
    Create task in Microsoft To-Do
  • Microsoft To-Do
    Complete task in Microsoft To-Do
  • Microsoft To-Do
    Search task in Microsoft To-Do
  • Microsoft To-Do
    Create task list in Microsoft To-Do
  • simPRO
    Create individual customer in simPRO
  • simPRO
    Search individual customer in simPRO
  • simPRO
    Search company customer in simPRO
  • simPRO
    Create contact in simPRO
  • simPRO
    Create company customer in simPRO
  • simPRO
    Create service job in simPRO
  • simPRO
    Search job in simPRO
  • simPRO
    Create site in simPRO
  • simPRO
    Search contact in simPRO
  • simPRO
    Search site in simPRO
  • simPRO
    Create service quote in simPRO
  • simPRO
    Search quote in simPRO
  • simPRO
    Create activity schedule block in simPRO
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