Microsoft To-Do + Workbooks CRM Integration

Workbooks 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 Workbooks 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.

Workbooks CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Workbooks CRM. Microsoft To-Do is a great tool for this.

All you need to do is - integrate Microsoft To-Do with Workbooks CRM to create task in Microsoft To-Do automatically when certain task occur in Workbooks CRM. This can save you time by not having to manually create tasks in both systems.