?>

MeisterTask + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate MeisterTask + Salesforce

  • MeisterTask Salesforce

    MeisterTask + Salesforce

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

    MeisterTask + Salesforce

    Create Custom Object to Salesforce from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Salesforce Create Custom Object
  • MeisterTask Salesforce

    MeisterTask + Salesforce

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

    MeisterTask + Salesforce

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

    MeisterTask + Salesforce

    Update Custom Object in Salesforce when New Project is created in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect MeisterTask + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How MeisterTask & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of MeisterTask and Salesforce

How can MeisterTask integrate with Salesforce? Salesforce is an online platform that is used for sales. It also provides customer relationship management (CRM), marketing and community, project and task management features. MeisterTask is a software project manager that is designed to support planning and managing tasks that are assigned to you by your team members. It can be integrated with Salesforce easily. Here are the steps of how it can be integrated:Step 1Create a new project in MeisterTask. You can give it a name such as “Salesforce integration”. This project will have all the tasks related to the integration of MeisterTask and Salesforce.Step 2Go to the Salesforce website and sign in. Click Setup on the top menu bar and click Create > AppExchange Apps > Task Management. Here you will see a list of available task management applications. Click on MeisterTask.Step 3Now you will be redirected to the MeisterTask installation page. Here click on Install Now button.Step 4Once the installation is complete, login into your MeisterTask account. You will see a link, “Connect to Salesforce” on your profile page. Click on it and fplow the instructions provided to connect MeisterTask with Salesforce.Step 5Once you have connected the two platforms, create projects in MeisterTask and assign tasks to your team members. After doing this, you can view all the tasks from one place in the Salesforce dashboard.http://www.meisterworkflow.com/blog/meistertask-integration-with-salesforce/https://www.meistertask.com/blog/how-to-connect-meistertask-to-salesforce/

The process to integrate MeisterTask and Salesforce 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.