How to Send Funnel Builder Data to Microsoft To Do

Microsoft To Do is a task management platform. Funnel Builder handles a visitor submits a form or completes a step in a funnel on your WordPress site. Microsoft To Do is where that data needs to go. Here is how to connect them without Zapier or code.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Microsoft To Do account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Microsoft To Do to AFI

Microsoft To Do uses OAuth 2.0 for authentication. In AFI → Settings → Microsoft To Do, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to Microsoft To Do.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Microsoft To Do as the destination

Choose Microsoft To Do from the platform dropdown and pick Create Task. This creates a task in Microsoft To Do.

4. Map fields

Match each Microsoft To Do field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. Check Microsoft To Do to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps title and notes to Microsoft To Do with unlimited records. Pro adds list selection. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Funnel Builder to Microsoft To Do in minutes.