Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.Microsoft To-Do Integrations
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
Pipedrive + TwitterAdd Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
Pipedrive + SalesforceCreate Leads on Salesforce for New Pipedrive People Read More...
It's easy to connect Pipedrive + Microsoft To-Do without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new person is added.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Creates a new list.
Creates a new task
Pipedrive is a sales pipeline management app. It helps sales teams manage leads, close deals and grow revenue. Pipedrive makes it easy for teams to cplaborate, get organized, set goals, track activity and see the big picture of their business across multiple channels. Pipedrive works with Office 365, Salesforce, Google Apps, Slack, Trello, Zendesk, Zapier, Mailchimp, Quickbooks Online and hundreds of other apps.
Microsoft To-Do is an intelligent task management app that helps you focus on the most important things. It works across your phone, PC and Mac and integrates seamlessly with Microsoft Office and Outlook. With To-Do, you will never forget what’s important because the app will tell you.
Pipedrive users can integrate their Pipedrive account with the Microsoft To-Do by fplowing few simple steps:
Sign in to Pipedrive account Click on Settings Select Integrations from the drop-down menu Click on Connect button Click on Microsoft To-Do from the list of available integrations Enter your full email address that you use to sign in to Microsoft To-Do Click on Next Choose which data you wish to sync between your Pipedrive account and Microsoft To-Do Once you have specified all your choices click on Save Integration button
Once integration has been completed users will have new options available in their Pipedrive dashboard. New tasks created in Microsoft To-Do will be added as new records in Pipedrive automatically. Users who assign themselves tasks in Microsoft To-Do will both create tasks in Pipedrive and also update those assignments in Microsoft To-Do automatically. Users who assign tasks to others in Microsoft To-Do will create new records in Pipedrive but will not update them once the assignment has been completed as the task has already been marked as done. Upon clicking on any task created in either Pipedrive or Microsoft To-Do users will be able to see all relevant details including its progress towards completion on one screen.
The process to integrate Pipedrive and Microsoft To-Do 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.