Create Microsoft To-Do tasks for new deals change properties in HubSpot

First, we need to connect HubSpot and Microsoft To Do to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

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  Connect Microsoft To Do to Zapier.

  Give Zapier access to your Microsoft To Do account, using Microsoft To Do credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for HubSpot

  Choose the following trigger: New Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).

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  Then set up an Action for Microsoft To Do

  Choose this action: Create Task (Creates a new task.).

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  Then set up another Action for HubSpot

  Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between HubSpot and Microsoft To Do.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Microsoft To-Do tasks for new deals change properties in HubSpot!