MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.
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
MeisterTask + SalesforceCreate Lead to Salesforce from New Project in MeisterTask Read More...
MeisterTask + SalesforceCreate Custom Object to Salesforce from New Project in MeisterTask Read More...
MeisterTask + SalesforceCreate Contact to Salesforce from New Project in MeisterTask Read More...
MeisterTask + SalesforceUpdate Contact in Salesforce when New Project is created in MeisterTask Read More...
MeisterTask + SalesforceUpdate Custom Object in Salesforce when New Project is created in MeisterTask Read More...
It's easy to connect MeisterTask + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label is created.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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.