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MeisterTask + Freshsales Integrations

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

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best ways to Integrate MeisterTask + Freshsales

  • MeisterTask Freshsales

    MeisterTask + Freshsales

    Create Lead to Freshsales from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Freshsales Create Lead
  • MeisterTask Freshsales

    MeisterTask + Freshsales

    Update Lead in Freshsales when New Project is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Freshsales Update Lead
  • MeisterTask Freshsales

    MeisterTask + Freshsales

    Create Lead to Freshsales from New Section in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Section
     
    Then do this...
    Freshsales Create Lead
  • MeisterTask Freshsales

    MeisterTask + Freshsales

    Update Lead in Freshsales when New Section is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Section
     
    Then do this...
    Freshsales Update Lead
  • MeisterTask Freshsales

    MeisterTask + Freshsales

    Create Lead to Freshsales from New Person in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Person
     
    Then do this...
    Freshsales Create Lead
  • 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 + Freshsales in easier way

It's easy to connect MeisterTask + Freshsales 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.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

How MeisterTask & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of MeisterTask and Freshsales

MeisterTask is a task management system that provides you with the tops needed to get organized and track your progress. Freshsales is a sales CRM top that helps you increase sales by streamlining workflows, measuring productivity, and automating repetitive tasks.

What is MeisterTask?

MeisterTask is a task management software that helps you organize all your tasks and projects in one place. It is available as both a web-based application and a mobile app. With MeisterTask, you can create tasks, set due dates, assign them to team members, and monitor progress on all your tasks from one easy-to-use interface. The dashboard keeps you updated on the status of all your tasks. You can also invite clients and team members to view specific tasks and provide updates.MeisterTask is available in two editions. MeisterTask Free and MeisterTask Pro.

1. MeisterTask FreeThe free version provides basic functionality for organizing your tasks. It has a clean and intuitive interface. You can create subtasks and recurring tasks, add comments to tasks, set up reminders, share tasks with others, and track time spent on tasks.2. MeisterTask ProPro features are available to all users upon registration of the free version. These include priority support, unlimited storage space, file attachments up to 50MB, custom fields, and more. The price of the annual subscription is $14 per month or $120 per year.

What is Freshsales?

Freshsales is a cloud-based sales automation top that allows you to manage leads and customer interactions from anywhere. It comes with pre-built integrations to many popular business applications such as Salesforce, Zendesk, Freshdesk, Dropbox, Hubspot, Slack, Google Drive, etc. It also allows you to create custom integrations to suit your specific needs. With Freshsales, you can easily set up call tracking and monitoring to see which leads are being fplowed up on, which ones are being closed, and the percentage of success for each campaign. You can also set up email templates for different stages of the sales process based on the industry you are in.Freshsales offers three pricing plans. Team ($25/month per user), Professional ($35/month per user), and Enterprise ($45/month per user. There are no long-term contracts or setup fees for any of the plans. All the plans offer unlimited users and reports.

The process to integrate MeisterTask and Freshsales 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.