Popular Close + Microsoft To-Do Workflows
Create Microsoft To-Do task for new Close contact
When you create a contact in Close, 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.
Create Microsoft To-Do task for new Close opportunity
With our integration between Close and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
Create Microsoft To-Do task for new Close task
All you need to do is - integrate Microsoft To-Do with Close to create task in Microsoft To-Do automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
When Contact is created in Close > Check any condition > Create task in Microsoft To-Do
When Contact is updated in Close > Check any condition > Create task in Microsoft To-Do
When Lead is created in Close > Check any condition > Create task in Microsoft To-Do
When Task is updated in Microsoft To-Do > Check any condition > Create contact in Close
When Task is updated in Microsoft To-Do > Check any condition > Create lead in Close
When Task is completed in Microsoft To-Do > Search contact in Close > Check any condition > (If found) > Create note in Close
When Task is completed in Microsoft To-Do > Search user in Close > Check any condition > (If found) > Create note in Close
When Task is completed in Microsoft To-Do > Search lead in Close > Check any condition > (If found) > Create note in Close
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Create Your Own Close & Microsoft To-Do Integration In Clicks
Integrate Close & Microsoft To-Do In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Close & Microsoft To-Do with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Close & Microsoft To-Do With 1100+ Other Apps
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
See Close IntegrationsMicrosoft To-Do not only helps you achieve more every day, it makes those things easier to get done. With intelligent Suggestions that help you plan your day, To-Do is your reliable assistant for getting things done.
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