Microsoft To Do + Pipedrive

Create tasks in Microsoft To Do for new matching activity filters in Pipedrive

Efficiently manage your Pipedrive activities using this convenient workflow that creates tasks in Microsoft To Do when an activity matches your specified filter in Pipedrive. This integration streamlines your task management process, ensuring that no crucial activities are overlooked, ultimately enhancing your overall productivity.

Efficiently manage your Pipedrive activities using this convenient workflow that creates tasks in Microsoft To Do when an activity matches your specified filter in Pipedrive. This integration streamlines your task management process, ensuring that no crucial activities are overlooked, ultimately enhancing your overall productivity.

  1. When this happens...
    PipedrivePipedrive
    Activity Matching Filter

    Triggers when an activity newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
microsoft-todo logo
microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.
Learn more

Related categories

  • Microsoft
  • Task Management

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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