Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Integrate Freshworks CRM (Freshsales Suite) to Microsoft To-Do in one click, or tell Integrately AI how you want each deal handled. Plan tasks, update records, alert your team, and track follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Capture leads, organise tasks, keep deals updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Create Microsoft To-Do task for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and Microsoft To-Do are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), 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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Activate
Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Create Microsoft To-Do task for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and Microsoft To-Do are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), 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.
See more
Activate
Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Create Microsoft To-Do task for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite). Microsoft To-Do is a great tool for this.

All you need to do is - integrate Microsoft To-Do with Freshworks CRM (Freshsales Suite) to create task in Microsoft To-Do automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
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Activate
Freshworks CRM (Freshsales Suite) + Microsoft To-Do Integration

Create Microsoft To-Do task for new Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and Microsoft To-Do, creating task in Microsoft To-Do is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in Microsoft To-Do to keep your team up-to-date.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Microsoft To-Do flow

Manage communications, schedule bookings, sync customer data, and update sheets across your entire stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Microsoft To-Do
+
Microsoft OutlookMicrosoft Outlook (3)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
F
M
M
Create a Microsoft To-Do task when a contact is created in Freshworks CRM (Freshsales Suite), and send an email in Microsoft Outlook
New Freshworks CRM (Freshsales Suite) contacts automatically trigger a Microsoft To-Do task and send an email notification via Microsoft Outlook.
F
M
M
Create a Microsoft To-Do task when a deal is created in Freshworks CRM (Freshsales Suite), and notify your team via Microsoft Outlook
Every new deal in Freshworks CRM (Freshsales Suite) opens a Microsoft To-Do task and alerts your team through Microsoft Outlook.
M
F
M
When a task is completed in Microsoft To-Do, update the deal in Freshworks CRM (Freshsales Suite) and send a confirmation email in Microsoft Outlook
Finished tasks in Microsoft To-Do update your Freshworks CRM (Freshsales Suite) deal and dispatch an Outlook notification.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Microsoft To-Do

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Microsoft To-Do
Microsoft To-Do Triggers & Actions
Task is created in Microsoft To-Do
Triggers the automation when a new task is created
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Task is completed in Microsoft To-Do
Triggers the automation when any task is completed
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Task is updated in Microsoft To-Do
Triggers the automation when any task is updated
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Task list is created in Microsoft To-Do
Triggers the automation when a new task list is created
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Create task in Microsoft To-Do
Creates a new task
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Complete task in Microsoft To-Do
Finish the assigned task
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Update task in Microsoft To-Do
Updates a specified task
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Create task list in Microsoft To-Do
Creates a new task list
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Get task by id in Microsoft To-Do
Get task details
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Delete task in Microsoft To-Do
Deletes a specified task
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Search task in Microsoft To-Do
Searches for a task
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What can you automate with Freshworks CRM (Freshsales Suite) + Microsoft To-Do?

Eliminate manual data entry and keep your sales tasks perfectly synchronized across both platforms.

What you can automate?
🎯
Create tasks from new sales deals automatically
Instantly generate a task in Microsoft To-Do whenever a new deal is created in Freshworks CRM (Freshsales Suite). Ensure your sales reps never miss a follow-up action.
📝
Capture all contact details in task notes
Map custom fields, contact names, and email addresses from Freshworks CRM (Freshsales Suite) directly into your Microsoft To-Do task descriptions for easy reference.
🔔
Alert team members on task creation
Trigger instant notifications whenever a new contact or deal in Freshworks CRM (Freshsales Suite) generates a corresponding task in Microsoft To-Do.
🔀
Route tasks based on deal value or tier
Create high-priority Microsoft To-Do tasks for enterprise deals while routing standard inquiries to regular task lists in Microsoft To-Do automatically.
🔄
Keep records updated when tasks change
Automatically update your Freshworks CRM (Freshsales Suite) deals and contacts whenever a task status is modified or updated in Microsoft To-Do.
🔍
Prevent duplicate records with smart search
Search existing contacts and deals before creating new entries in Freshworks CRM (Freshsales Suite) or Microsoft To-Do, keeping your databases clean.
✅
Handle task completion and deal progress
Mark tasks as completed in Microsoft To-Do or advance deal stages in Freshworks CRM (Freshsales Suite) as soon as milestones are reached.
🔗
Extend your workflow to external apps
Connect Freshworks CRM (Freshsales Suite) and Microsoft To-Do with Slack, Google Drive, or email tools to notify stakeholders and archive customer files instantly.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Microsoft To-Do integration for?

Sales managers, account executives, and operational leads streamline pipeline tracking and task execution by connecting customer data with daily to-do lists.

Sales managers
Sales managers
Account executives
Account executives
Client success leads
Client success leads
Support specialists
Support specialists
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
📈
Sales managers
You're reviewing deal progress in Freshworks CRM (Freshsales Suite) but your task lists are managed separately, so team follow-ups get missed and pipeline reports are always incomplete — this integration means every new deal automatically creates a tracking task in Microsoft To-Do and your execution stays perfectly aligned.
⚡
Account executives
You receive new leads in Freshworks CRM (Freshsales Suite) throughout the day, but manual task creation slows down your outreach and deals stall — connecting these apps means every new contact instantly opens a follow-up task in Microsoft To-Do and your response time drops immediately.
🤝
Client success leads
You answer to clients who want fast onboarding milestones, but keeping track of customer requests across Freshworks CRM (Freshsales Suite) leads to dropped balls — automating both apps means every account update generates an actionable Microsoft To-Do task and client deliverables are never missed.
📊
Support specialists
The volume of inquiries coming into Freshworks CRM (Freshsales Suite) is too high for anyone to keep up by hand, resulting in delayed task assignment — with this integration, every customer ticket or contact automatically populates your Microsoft To-Do list so nothing slips through the cracks.
🔄
Sales development reps
You depend on inbound leads from Freshworks CRM (Freshsales Suite) to hand over the next outreach step, but manual handoffs cause frustrating delays — this integration means every new contact immediately populates your Microsoft To-Do queue so you can start prospecting without delay.
📋
Operations coordinators
You need a reliable history of task completion tied to customer accounts, but manual logging creates constant gaps in your records — automating these apps means every finished item in Microsoft To-Do updates your Freshworks CRM (Freshsales Suite) deals instantly and your audit trail stays flawless.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Microsoft To-Do

Build and manage your Freshworks CRM (Freshsales Suite) + Microsoft To-Do automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
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Connect Freshworks CRM (Freshsales Suite) + Microsoft To-Do with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Microsoft To-Do?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Microsoft To-Do in 1-click using ready templates or by using Integrately AI to build your custom workflow. You can also connect additional apps like Microsoft Outlook, Calendly, and Slack with 42,000+ active users trusting the platform.
Can I automatically create Microsoft To-Do tasks from new Freshworks CRM (Freshsales Suite) deals?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Microsoft To-Do, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Microsoft To-Do?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) data trigger tasks in Microsoft To-Do?
Frequently Asked Questions
Can I update Freshworks CRM (Freshsales Suite) deals when Microsoft To-Do tasks are completed?
Frequently Asked Questions
Is coding required to automate Freshworks CRM (Freshsales Suite) and Microsoft To-Do?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Microsoft To-Do integration free?
Frequently Asked Questions
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