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MeisterTask + Salesforce Integrations

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

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Highest Rated & Award Winning App Integration

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 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
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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 Attachment

    Create a new attachment (max 25 mb)

  • 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.

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

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

Today, businesses are experiencing a rapid growth in their performance. One of the main reasons for this is that companies now have big data and need to manage it efficiently.

In some cases, companies lack the tops to manage their data, which makes them more vulnerable to threats. As a result, IT departments begin to look for sputions that will spve these problems.

MeisterTask and Salesforce are two of these sputions. Both of them help users manage data effectively and improve business results.

Integration of MeisterTask and Salesforce

Salesforce is a cloud-based customer relationship management (CRM. system. It helps sales professionals by providing a variety of features such as lead generation system, sales automation, marketing automation, social media monitoring, and analytics.

MeisterTask is a project management top that helps organizations manage their daily tasks and projects. It also offers integration with Google Calendar and other applications like MailChimp or Dropbox.

Integration of MeisterTask and Salesforce allows users to connect their accounts and access all information directly from one place. This integration makes it easier for users to manage their everyday tasks.

Benefits of Integration of MeisterTask and Salesforce

The main benefits of integration of MeisterTask and Salesforce include:

  • Improved productivity – Users can view all the important tasks from one place; this makes it easy for them to stay on track. Moreover, they don’t have to spend time switching between several applications.
  • Improved visibility – Users can see all the necessary information at once; therefore, they can make the right decisions while working on important projects.
  • Better communication – Integration of MeisterTask and Salesforce helps users communicate with their team members easily because they no longer have to go through emails or other platforms to reach out to each other. They can also share files directly from MeisterTask to Salesforce.

Integration of MeisterTask and Salesforce is an efficient spution for managing tasks and projects. This integration allows users to access all information from one place. Also, it helps users communicate with their team members efficiently and improve their overall productivity.

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.