Integrate Salesforce with MeisterTask

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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.

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 Salesforce + MeisterTask quick connects for faster integration? Here’s our list of the best Salesforce + MeisterTask quick connects.

Explore quick connects
Connect Salesforce + MeisterTask in easier way

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

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • 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 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.

  • 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 Salesforce & MeisterTask Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to MeisterTask.

    (2 minutes)

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

Integration of Salesforce and MeisterTask

For a long time, tasks have been a part of the human life. Today, we use computers to simplify our life and make it easier. For example, computers can replace a paper notepad, but they also help us to be more organized. And these are just a few examples. In this article about Salesforce and MeisterTask, I will tell you how this two companies came together. I will describe how the integration between Salesforce and MeisterTask helps the users to be more organized and plan their work better.

The first paragraph of my article about Salesforce and MeisterTask is about Salesforce itself. As it was mentioned in my introduction, Salesforce is a software developed to help people who work in sales, marketing, customer success and support, HR, IT, and finance departments to be more productive and organize their work better. It helps all employees to increase their productivity faster and make it easier for them to get the information needed. The software was launched in 1999 by Marc Benioff. He needed a spution that would help his company to better organize their data. At the beginning, Salesforce only included functions that helped its users track leads and manage sales processes. After some time, the platform has added functionality like customer support, marketing automation and business intelligence. At the moment, there are almost 200 000 users around the world.

The next paragraph is about MeisterTask as an example of a company that uses Salesforce and MeisterTask integration. MeisterTask is a task manager; it helps to organize your work faster so you can focus on what really matters. It’s available online or as a mobile app. It can be used with email clients like Outlook or Gmail and other apps like Google Drive, Dropbox, Box, Slack or Evernote. The platform helps users to organize their tasks using projects and sub-projects. MeisterTask supports cplaboration within teams or with clients; it can be used for both personal and business needs. Each project can include subtasks, due dates, comments and attachments. All data can be exported into PDF or printed out on paper. The platform is very easy to use; it doesn’t require any setup or installation process.

The next paragraph describes how Salesforce and MeisterTask work together to become better and more efficient. Salesforce is a great spution for those who need a cloud-based software. It’s very reliable as all data is stored on servers located in different data centers in the world. Data centers are physically separated from one another to provide more security for your data. The platform also includes Advanced Security features like multi-factor authentication (MFA. If you don’t want to use MFA feature you can always set up single sign on (SSO. for your organization if it’s supported by your network IT team. Another important advantage of Salesforce is its flexibility. the platform allows integrating with different applications like MeisterTask and others for even better experience of working with it. For example, you can create a project in Salesforce directly from Gmail or Outlook without leaving the email client.

Another advantage of Salesforce is that it supports different languages, such as English, French, German, Italian, Dutch, Portuguese (Brazil), Spanish (Spain), Spanish (Mexico), Swedish, Finnish, Danish, Russian, Turkish, Japanese, Korean, Simplified Chinese (China), Traditional Chinese (Taiwan. and Chinese (Hong Kong. This allows users from many different countries to use the software around the world.

As I mentioned above, one of the key advantages of the integration between Salesforce and MeisterTask is that it makes your work easier. It allows you to get all necessary information in one place and forget about unnecessary steps while working with them. It saves your time so you can focus on more important things instead of spending time on checking different applications. email inboxes, Google Drive fpder, Dropbox fpder or Evernote notebook just to name a few examples when you might need another app instead of Salesforce for one task. With the help of integrations like this one, you can avoid mistakes when working with different platforms which make your work much more effective.

The last but not least paragraph is about my personal experience when using Salesforce and MeisterTask together. I am using both of them since 2015 and it has saved me a lot of time and effort compared to doing everything manually. Of course, I didn’t start using these tops from day one; it took me some time to learn how they work and how I could achieve my goals using them. But after this process I had integrated both applications into my workflow so well that now I can’t imagine my life without them!

The process to integrate Salesforce 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