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Zoho CRM + MeisterTask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

MeisterTask Integrations

Best ways to Integrate Zoho CRM + MeisterTask

  • Zoho CRM MeisterTask

    Zoho CRM + MeisterTask

    Create Label to MeisterTask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MeisterTask Create Label
  • Zoho CRM MeisterTask

    Zoho CRM + MeisterTask

    Create Attachment to MeisterTask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MeisterTask Create Attachment
  • Zoho CRM MeisterTask

    Zoho CRM + MeisterTask

    Create Task to MeisterTask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MeisterTask Create Task
  • Zoho CRM MeisterTask

    Zoho CRM + MeisterTask

    Create Task Label to MeisterTask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MeisterTask Create Task Label
  • Zoho CRM MeisterTask

    Zoho CRM + MeisterTask

    Update Task in MeisterTask when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MeisterTask Update Task
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + MeisterTask in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 Zoho CRM & MeisterTask Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to MeisterTask.

    (2 minutes)

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

Integration of Zoho CRM and MeisterTask

Zoho CRM?

Zoho CRM is an online customer relationship management software that provides companies with an efficient way to manage their customers, leads, and individuals within their company. Zoho CRM allows users to keep track of their client data, schedule meetings, review contact history, and more. Zoho CRM is made up of three applications. Sales, Marketing, and Service.

MeisterTask?

MeisterTask is a task management software that allows teams to manage their tasks, projects, and clients in one place. MeisterTask is integrated with Zoho CRM to allow users to share tasks between the two systems, allowing for increased productivity across the organization.

Integration of Zoho CRM and MeisterTask

By integrating Zoho CRM and MeisterTask, users can benefit from increased efficiency. With both systems integrated, you can view your sales pipeline from inside of each system, allowing you to plan accordingly. In addition, by linking MeisterTask to your accounts in Zoho CRM, you can view all of your contacts from within MeisterTask. This allows for increased visibility into your client’s needs and preferences, which can help you create a better client experience. When it comes to project management, because MeisterTask and Zoho CRM are integrated, you can share tasks between the two applications. This allows you to cut down on back-and-forth emails or other communication by sharing projects directly from MeisterTask into Zoho CRM. By combining these two tops, your team will be able to increase productivity and save time.

Benefits of Integration of Zoho CRM and MeisterTask

One of the biggest benefits of integrating Zoho CRM and MeisterTask is increased productivity. Because both programs work seamlessly together, you will have access to all of your tasks from one application. Instead of opening multiple windows or tabs on your computer to view your tasks from several applications, you will be able to see them all at once. This helps you plan your work day more efficiently and focus on the most important tasks first. Another benefit of integrating these two applications is that it makes it easier to keep track of all of your team members without having to check multiple tabs or windows. By viewing all of your team member’s tasks in one application, you can better coordinate projects and make sure everyone has what they need to complete their tasks. Lastly, by integrating these two applications, it makes it much easier to communicate with your team members because you can send messages about upcoming projects or milestones directly from within the application itself. You don’t have to worry about sending emails or creating notes in order to stay informed about your team’s progress. All of this information is available at a glance in one application.

The process to integrate Zoho CRM 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.