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MeisterTask + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between MeisterTask and Agile CRM

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About MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate MeisterTask + Agile CRM

  • MeisterTask Agile CRM

    MeisterTask + Agile CRM

    Add Score to Contact in Agile CRM when New Project is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Agile CRM Add Score to Contact
  • MeisterTask Agile CRM

    MeisterTask + Agile CRM

    Add Event in Agile CRM when New Project is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Agile CRM Add Event
  • MeisterTask Agile CRM

    MeisterTask + Agile CRM

    Create Company to Agile CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Agile CRM Create Company
  • MeisterTask Agile CRM

    MeisterTask + Agile CRM

    Create or Update Contact to Agile CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Agile CRM Create or Update Contact
  • MeisterTask Agile CRM

    MeisterTask + Agile CRM

    Create Deal to Agile CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Agile CRM Create Deal
  • MeisterTask {{item.actionAppName}}

    MeisterTask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect MeisterTask + Agile CRM in easier way

It's easy to connect MeisterTask + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How MeisterTask & Agile CRM Integrations Work

  1. Step 1: Choose MeisterTask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from MeisterTask to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of MeisterTask and Agile CRM

In today’s world many companies are facing the same problem – they have a lot of tasks, but there is no clear way to organize and manage them. There are a lot of task-management systems and all of them have their own pros and cons. If a company uses MeisterTask as its task-management system, it should consider integrating it with Agile CRM.

MeisterTask

MeisterTask is a good system for managing tasks. It is a cloud-based project management top that allows users to create and manage tasks, track their progress and much more. This top might be used by both individuals and small organizations.

Agile CRM

Agile CRM is a platform that allows users to work on projects in an organized manner. It allows them to cplaborate, share data and much more. The main advantage of using this top is that it has a simple interface and it is quite easy to use. It is quite useful for both individual users and organizations.

Integration of MeisterTask and Agile CRM

There are a lot of integrations possible when it comes to MeisterTask and Agile CRM. For example, if a user creates an issue in Agile CRM, he or she can assign it to a particular team member who will be responsible for spving the issue. In this case, the issue will be added to the relevant task list in MeisterTask. The same goes for completing tasks – if someone completes a task in MeisterTask, this will be reflected in Agile CRM as well. If a user adds a comment to an issue or task in Agile CRM, this information will appear as a comment in MeisterTask as well. The list of possible integrations goes on and on. Although there is no direct integration between Agile CRM and MeisterTask, they can still work together.

Benefits of Integration of MeisterTask and Agile CRM

The main benefit of using this integration is that it will allow users to manage tasks even better. For example, if someone needs to check the status of his or her tasks, he or she can do this simply by going to Agile CRM. When it comes to adding comments, this makes communication easier because everyone will know what tasks need to be done and why they need to be done. Another useful feature of this integration is that it allows users to add tasks from anywhere – from MeisterTask or from Agile CRM. It also allows people to see what tasks other people are doing when they are working on the same project. It is also worth noting that the integration between these two tops saves time because users won’t have to add the same information twice. Overall, this integration definitely brings benefits for all users.

Overall, MeisterTask is a good task management system that has its own benefits and drawbacks. The integration with Agile CRM is one of its main advantages, although there are other popular task-management systems that users can integrate with Agile CRM as well (for example, Asana. However, MeisterTask definitely offers some great features that make it worth using.

The process to integrate MeisterTask and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.