How to connect Microsoft To Do and Zoho CRM
Create a New Scenario to Connect Microsoft To Do and Zoho CRM
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 Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Zoho CRM will be your first step. To do this, click "Choose an app," find Microsoft To Do or Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.

Microsoft To Do
Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho CRM Node
Next, click the plus (+) icon on the Microsoft To Do node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Microsoft To Do and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft To Do and Zoho CRM 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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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Microsoft To Do, Zoho CRM, 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 Microsoft To Do and Zoho CRM integration works as expected. Depending on your setup, data should flow between Microsoft To Do and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft To Do and Zoho CRM
Microsoft To Do + Zoho CRM + Microsoft Teams: When a task is completed in Microsoft To Do, and the task is related to a contact in Zoho CRM (identified through the task title or description), a notification is sent to a specific channel in Microsoft Teams to inform the sales team.
Zoho CRM + Microsoft To Do + Microsoft Outlook: When a new lead is created or updated in Zoho CRM, a task is created in Microsoft To Do to follow up with the lead. Additionally, an email follow-up sequence is initiated via Microsoft Outlook.
Microsoft To Do and Zoho CRM integration alternatives
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.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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FAQ Microsoft To Do and Zoho CRM
How can I connect my Microsoft To Do account to Zoho CRM using Latenode?
To connect your Microsoft To Do account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft To Do and click on "Connect".
- Authenticate your Microsoft To Do and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho CRM tasks from Microsoft To Do?
Yes, using Latenode, automatically create Zoho CRM tasks from Microsoft To Do entries. This eliminates manual entry, improves workflow efficiency, and ensures no task is missed.
What types of tasks can I perform by integrating Microsoft To Do with Zoho CRM?
Integrating Microsoft To Do with Zoho CRM allows you to perform various tasks, including:
- Create a new Zoho CRM task when a new task is added in Microsoft To Do.
- Update a Zoho CRM task when the corresponding Microsoft To Do task is completed.
- Synchronize task due dates between Microsoft To Do and Zoho CRM.
- Create a Microsoft To Do task when a new lead is added in Zoho CRM.
- Send email notifications via Zoho CRM based on Microsoft To Do task updates.
HowdoIhandlecomplexdatamappingbetweenMicrosoftToDoandZohoCRMinLatenode?
Latenode allows advanced data mapping using JavaScript functions. This means you can transform data to fit Zoho CRM's requirements.
Are there any limitations to the Microsoft To Do and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom fields need manual configuration in the workflow.