Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.Todoist Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Todoist + Google SheetsSave newly completed Todoist tasks as new rows in Google Sheets Read More...
Todoist + Zoho MailSend an email to yourself or others from Zoho Mail when new tasks are completed on Todoist Read More...
Todoist + Google CalendarCreate a Google Calendar events for every new Todoist task Read More...
Todoist + Google CalendarAdd Todoist Tasks to Google Calendar as Detailed Events Read More...
It's easy to connect Microsoft Dynamics CRM + Todoist without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers upon completion of a task on a project.
Triggers when you add an incomplete task to a project.
Triggers upon creation of every new project.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Creates a new task.
Sends an e-mail to a person, inviting them to use one of your projects.
Microsoft Dynamics CRM is a customer relationship management platform that can be used to track customers and prospects, manage marketing campaigns, and much more. It has been around for decades and has over 4 million active users globally. Todoist is a task management app that is designed to help users organize their projects and tasks. It's available for free on the web and mobile devices.
Integration makes it possible for data to flow freely between applications, which in turn helps streamline business processes. This means that you can update Todoist tasks from within Microsoft Dynamics CRM so you never forget anything. If you're using an email tracking campaign in Microsoft Dynamics CRM, you can use Todoist to add actionable tasks to your email templates. You can also create a task or project in Todoist when a lead registers on your website.
Dynamics CRM makes it easy to get an overview of your team's progress in real time. Businesses with less than 100 employees can use Todoist on the Microsoft Store for Business and Save up to 50% on the best business apps including Microsoft Project Web App.
There are many other benefits that come with integrating Microsoft Dynamics CRM and Todoist. The integration makes it possible for users to automate their workflows, as well as access their tasks from any connected device. Users can also gain quicker insight into opportunities, leads, accounts, contacts, and much more via the cloud-based app.
By integrating Todoist with Microsoft Dynamics CRM, you can achieve better results in the areas of sales, marketing, finance, and more.
The process to integrate Microsoft Dynamics CRM and Todoist may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.