Microsoft To-Do + Upnify Integration

Connect Microsoft To-Do to Upnify in 1 click

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Upnify + Microsoft To-Do Integration

Create Microsoft To-Do task for new Upnify client

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

When you create a client in Upnify, 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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Upnify + Microsoft To-Do Integration

Create Microsoft To-Do task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
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Create Your Own Microsoft To-Do & Upnify Integration Without Any Code

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Microsoft To-Do + Upnify 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
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify 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
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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