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MeisterTask + SugarCRM Integrations

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

  • 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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

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

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce

Best ways to Integrate MeisterTask + SugarCRM

  • MeisterTask SugarCRM

    MeisterTask + SugarCRM

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

    MeisterTask + SugarCRM

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

    MeisterTask + SugarCRM

    Create Case to SugarCRM from New Person in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Person
     
    Then do this...
    SugarCRM Create Case
  • MeisterTask SugarCRM

    MeisterTask + SugarCRM

    Create Case to SugarCRM from New Label in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Label
     
    Then do this...
    SugarCRM Create Case
  • MeisterTask SugarCRM

    MeisterTask + SugarCRM

    Create Case to SugarCRM from New Task in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Task
     
    Then do this...
    SugarCRM Create Case
  • 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 + SugarCRM in easier way

It's easy to connect MeisterTask + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    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 Case

    Create a new case

How MeisterTask & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of MeisterTask and SugarCRM

MeisterTask is a web based task manager application for project management. MeisterTask allows both teams and individuals to manage their tasks, track progress, enter time spent on tasks, cplaborate with others. MeisterTask provides features like task deadlines, attachments, reports, notifications, reminders, etc. that helps users to achieve the goals set by them.

SugarCRM is an open source Customer Relationship Management (CRM. software. SugarCRM includes customer data management, sales force automation, marketing campaign management, support desk ticketing system, communications integration, lead tracking/management, knowledge base management, mailing list management, help desk ticketing system, web-to-lead forms generator, appointment scheduling, etc.

Integration of MeisterTask and SugarCRM will allow users to manage their customers in SugarCRM using MeisterTask. They will be able to store customer related information in SugarCRM. It will also allow users to create tasks related to their clients/customers in SugarCRM which can be viewed in MeisterTask. Users can also assign tasks to themselves or to other people in MeisterTask. Then they can view these tasks in SugarCRM as well as in MeisterTask.

Benefits of Integration of MeisterTask and SugarCRM are as below:

  • SugarCRM will act as an effective CRM top for managing customer related information. It will help users to view the information about the customers quickly and easily. The information will be available at one place. This will help users to stay updated about their customers and keep track of their activities. This will also help users to reach the customers effectively.
  • Tasks created in MeisterTask can be assigned to multiple members of team or to clients/customers. If the tasks are assigned to the customers/clients, then they will be able to track their own tasks and work on them accordingly. This will also help users to provide updates about the progress of work done by them. Furthermore, this will also help users to check whether they are working on the correct task or not.
  • If the tasks are assigned to the members of team then they will get more visibility on the work they are doing. They will get useful information about their clients/customers that they cannot get if the task is assigned to them. They will be able to get regular updates about what the customer wants and do accordingly. This will make it easier for them to complete their own tasks and provide better services to their customers/clients.
  • Conclusion

    Integration of MeisterTask and SugarCRM will allow users to manage their customers in SugarCRM using MeisterTask. They will be able to store customer related information in SugarCRM. It will also allow users to create tasks related to their clients/customers in SugarCRM which can be viewed in MeisterTask. Users can also assign tasks to themselves or to other people in MeisterTask. Then they can view these tasks in SugarCRM as well as in MeisterTask. This integration will also help users to store the information about their customers and get regular updates about them via new tasks created in MeisterTask or new information added in SugarCRM. Moreover, this integration will help users to reach out to their customers effectively and provide better services to them without any difficulty.

    The process to integrate MeisterTask and SugarCRM 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.