Close CRM and Microsoft To Do Integration

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Automatically create Microsoft To Do tasks from new Close CRM leads. Latenode's visual editor and JavaScript functions enable custom task details and prioritization, while affordable pay-by-execution pricing lets you scale lead management.

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Close CRM

Microsoft To Do

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Microsoft To Do

Create a New Scenario to Connect Close CRM and Microsoft To Do

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Microsoft To Do will be your first step. To do this, click "Choose an app," find Close CRM or Microsoft To Do, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Microsoft To Do Node

Next, click the plus (+) icon on the Close CRM node, select Microsoft To Do from the list of available apps, and choose the action you need from the list of nodes within Microsoft To Do.

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Close CRM

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Microsoft To Do

Authenticate Microsoft To Do

Now, click the Microsoft To Do node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft To Do settings. Authentication allows you to use Microsoft To Do through Latenode.

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Close CRM

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Microsoft To Do

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Connect Microsoft To Do

Sign In

Run node once

Configure the Close CRM and Microsoft To Do Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Microsoft To Do

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Connect Microsoft To Do

Microsoft To Do Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Microsoft To Do Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring Close CRM, Microsoft To Do, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Microsoft To Do integration works as expected. Depending on your setup, data should flow between Close CRM and Microsoft To Do (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and Microsoft To Do

Close CRM + Microsoft To Do + Slack: When a lead's status changes in Close CRM, create a follow-up task in Microsoft To Do and notify a specific Slack channel about the update.

Microsoft To Do + Close CRM + Google Calendar: When a new task is created in Microsoft To Do, create a corresponding lead in Close CRM, and schedule a follow-up event in Google Calendar.

Close CRM and Microsoft To Do integration alternatives

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

Related categories

About Microsoft To Do

Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.

See how Latenode works

FAQ Close CRM and Microsoft To Do

How can I connect my Close CRM account to Microsoft To Do using Latenode?

To connect your Close CRM account to Microsoft To Do on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and Microsoft To Do accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create tasks from new leads?

Yes, you can! Latenode’s visual editor makes this easy. Automatically create tasks in Microsoft To Do whenever a new lead is added in Close CRM, ensuring prompt follow-up.

What types of tasks can I perform by integrating Close CRM with Microsoft To Do?

Integrating Close CRM with Microsoft To Do allows you to perform various tasks, including:

  • Create a Microsoft To Do task when a Close CRM lead reaches a certain stage.
  • Sync due dates between Close CRM opportunities and Microsoft To Do tasks.
  • Update a Close CRM lead when its associated Microsoft To Do task is completed.
  • Create recurring tasks in Microsoft To Do for follow-ups on Close CRM opportunities.
  • Add notes from Close CRM leads directly to Microsoft To Do task descriptions.

HowsecureistheCloseCRMintegrationwithMicrosoftToDoonLatenode?

Latenode uses secure authentication protocols. Your Close CRM and Microsoft To Do credentials are encrypted and securely stored, protecting your data.

Are there any limitations to the Close CRM and Microsoft To Do integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require custom JavaScript code.
  • Rate limits of the Close CRM and Microsoft To Do APIs can affect performance.
  • Real-time synchronization depends on the polling interval set in Latenode.

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