Microsoft To-Do + Zendesk Sell Integration

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Popular Microsoft To-Do + Zendesk Sell Workflows

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Zendesk Sell + Microsoft To-Do Integration

Create Microsoft To-Do task for new Zendesk Sell contact

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

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

Create Microsoft To-Do task for new Zendesk Sell task

Zendesk Sell 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 Zendesk Sell. Microsoft To-Do is a great tool for this.

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

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

With our integration between Zendesk Sell and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a deal is created in Zendesk Sell, 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 + Zendesk Sell 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
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
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
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
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