Integrate Pipedrive with MeisterTask

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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.

Want to explore Pipedrive + MeisterTask quick connects for faster integration? Here’s our list of the best Pipedrive + MeisterTask quick connects.

Explore quick connects
Connect Pipedrive + MeisterTask in easier way

It's easy to connect Pipedrive + MeisterTask without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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.

How Pipedrive & MeisterTask Integrations Work

  1. Step 1: Choose Pipedrive 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 MeisterTask 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 Pipedrive to MeisterTask.

    (2 minutes)

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

Integration of Pipedrive and MeisterTask

Pipedrive?

According to a Wikipedia article, Pipedrive is an online sales and marketing automation top that is used by small businesses to track leads and close deals. It provides CRM (customer relationship management. features such as managing contacts, tasks, accounts, opportunities and companies. In addition, it offers social media integration, analytics, project management, cplaboration, time tracking and invoicing features.

The company was founded in 2011 by Estonian entrepreneurs Ahti Heinla and Janus Friis who are both the current CEO of the company. They based the company in Estonia because they felt it was important to be close to their clients. In order to grow the company without raising funds, they implemented many new features into Pipedrive and added a freemium business model. For example, Pipedrive’s free version does not include project management and is not intended for small businesses. After the launch of the freemium model in February 2013, “Pipedrive became the fastest-growing European startup in history.”

MeisterTask?

According to a website called ProductHunt , MeisterTask is a simple task management app that is used by teams to organise their workflow. It helps teams cplaborate more effectively by organising tasks across different projects and assigning them to team members. The platform also allows users to create templates for recurring tasks and schedule meetings on their calendar.

It was launched in 2013 by Peter König, co-founder of the German software development company called Teamleader . To begin with, it was named Airtasker but they changed it when they realised there was already an online marketplace named Airtasker .

  • Integration of Pipedrive and MeisterTask?
  • Integration of Pipedrive and MeisterTask allows users to manage their projects with ease without switching between applications. Both have similar features such as time tracking, invoicing etc., so users can use them interchangeably. In addition, users can create tasks from email, which makes it easy for them to complete all tasks on time.

    Integration of Pipedrive and MeisterTask

    Both applications offer integration services via Appy Pie Connect . In addition, MeisterTask also allows users to import tasks from MailChimp , Basecamp , Google App Scripts and other apps that Appy Pie Connect supports. Users need to create a Connect for each application that needs integration before they can start using the integration service. The process may take some time, depending on how complex your workflow is. To learn more about how to set up these integrations, you can refer to Appy Pie Connect’s help documentation .

    If you want to integrate both Pipedrive and MeisterTask into one application, you can use both Appy Pie Connect and IFTTT . IFTTT is a free service that allows people to connect apps so that their data can be shared between them. You can start here if you want to integrate Pipedrive and MeisterTask into one application. For detailed instructions on how to do this, refer to IFTTT’s help documentation . Once you have completed this step, you can import everything from one app into another app. For example, you can add emails from Gmail into MeisterTask so that your team can reply to them and assign tasks from them quickly. This way, you can reduce the number of applications that you have to use because everything will be available in one application. Furthermore, you will be able to save time by not having to switch between applications.

    Benefits of Integration of Pipedrive and MeisterTask

    • Improves cplaboration among team members

    Team members will be able to communicate better with each other when they are able to communicate through one platform rather than communicating through separate platforms. They will be able to respond faster because everything they need will be in one place so they will not have to look up information on another platform or even another application. This will allow them to complete tasks faster and more efficiently as well as improve their productivity.

    • Reduces the risk of missing out on important tasks

    In some cases, people tend to forget about small tasks that they need to complete once they have finished bigger ones. When there are too many applications they need to use to complete these tasks, they may forget about some of them when they are busy with other tasks. However, when everything is in one place, it is easier for them to remember about all of these tasks because it will be all in one place so they won’t have to remember where they have placed information about these tasks. This way, everyone in their team will not have to go back and check whether they have completed all the important tasks on time or not.

    • Helps users save money by switching applications less often

    The process to integrate Pipedrive and MeisterTask 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm