MeisterTask + Freshsales Integrations
Appy Pie Connect allows you to automate multiple workflows between MeisterTask and Freshsales
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10 Million man hours saved
MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.
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 IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
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Xero
Best ways to Integrate MeisterTask + Freshsales
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MeisterTask + Freshsales
Create Lead to Freshsales from New Project in MeisterTask Read More...When this happens...
New Project
Then do this...
Create Lead
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MeisterTask + Freshsales
Update Lead in Freshsales when New Project is created in MeisterTask Read More...When this happens...
New Project
Then do this...
Update Lead
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MeisterTask + Freshsales
Create Lead to Freshsales from New Section in MeisterTask Read More...When this happens...
New Section
Then do this...
Create Lead
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MeisterTask + Freshsales
Update Lead in Freshsales when New Section is created in MeisterTask Read More...When this happens...
New Section
Then do this...
Update Lead
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MeisterTask + Freshsales
Create Lead to Freshsales from New Person in MeisterTask Read More...When this happens...
New Person
Then do this...
Create Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect MeisterTask + Freshsales without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers when an attachment is created.
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New Checklist Item
Triggers when a new checklist item is added to a task.
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New Comment
Triggers when a new comment is created on a task.
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New Label
Triggers when a label is created.
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New Person
Triggers when a new person is added to a project.
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New Project
Triggers when a new project is created.
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New Section
Triggers when a new section is created.
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New Task
Triggers when a Task is created or changed.
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New Task Label
Triggers when a Task label is created.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Create Attachment
Creates a new attachment.
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Create Label
Creates a new label.
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Create Task
Creates a new task.
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Create Task Label
Creates a new task label.
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Update Task
Updates an existing task.
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
How MeisterTask & Freshsales Integrations Work
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Step 1: Choose MeisterTask as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from MeisterTask to Freshsales.
(2 minutes)
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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.
