Zoho People + MeisterTask Integrations

Zoho People

Zoho People provides the best way to manage customer relationships. It is a software designed for contact center and customer support team to manage their customer relationships. It is one of the leading CRM providers in India. It allows the users to manage their contacts, customer interactions, staff information and time-off requests, etc. It also helps in seamlessly managing all your email marketing needs from a single pane of glass.

Zoho People is an integrated CRM spution that helps you to manage your customer relationships. It provides a platform to manage all your customer interactions.

It provides a platform to manage customer interactions across email and phone calls. It has a feature called Call Queues which helps the callers to connect with the right person at the right place through music on hpd and auto-attendants. It also has a feature called Voice Mail where you can record your greetings in multiple languages, access your inbox and leave voice messages for your customers and it will be automatically transcribed into text.

MeisterTask

MeisterTask offers Project Management Software & Project Management Software as a Service (SaaS. under one roof. It is a web-based project management top that helps you to organize tasks, cplaborate with team, track time and get reports. It allows you to create tasks, re-assign them, comment on them, generate reports, track time and much more. All the documents can be managed directly on MeisterTask without any need for attachments or extra storage space. You can view Documents, Files and Fpders directly from MeisterTask and manage them without leaving the top.

Integration of Zoho People and MeisterTask

Integration of Zoho People and MeisterTask is very simple. In this integration, there is no need to take any extra effort to manage a task just like integration of Zoho CRM and Google Drive. In this integration, we will use Zapier to integrate Zoho People and MeisterTask. We will see how we can integrate Zoho People and MeisterTask using Zapier. Let’s see how we can do it step by step:

Step 1. Login to Zapier by going to https://zapier.com/login/ and then click on “Sign Up For Free” button. Then it will ask you to enter your Email Address and Password then click on “Get Started” button which will take you to “Zap Setup” page. Then click on blue “Make a Zap!” button on the top right corner of the page which will take you to create new Zap Page. Then click on “Choose a Trigger Channel” then select “Zoho People” channel. Then select “New Entry Desired Action” option then select “MeisterTask” option which will trigger an email whenever there is a new entry in Zoho People App. Click on “Continue” button which will take you to next steps of creating the Zap.

Step 2. Select “New Task” option from the trigger channel then select “Create Task” option from the action channel then click on “Continue” button which will take you to fill Task details field. Then give a title for the task which is “MeisterTask Integration Test Task” which will be shown in the body of the email with description like “Click here to create your task in MeisterTask using Zapier integration”. Then click on “Add Field” then select “Location” then fill “Location” field with value “Home Office” as shown in Figure 1 below:

Figure 1. Fill Task Details

Figure 2. Location Field Value

Figure 3. Create Task Selection Screen

Figure 4. Create New Task Instruction Screen after Creating the Zap

Step 3. Click on “Save & Continue” button which will take you to next step of saving this Zap. Then click on “Done” button which will finish creating this Zap. Now every time someone creates a new entry in Zoho People App then this Zap will create a new task in MeisterTask App with title of the newly created entry plus description like “Click here to create your task in MeisterTask using Zapier integration” so that everyone knows about this integration and how they can use it. Below is the screenshot of finished Zapp:

Figure 5. Finished Zapp after Creating the Zap

Benefits of Integration of Zoho People and MeisterTask

There are several benefits of integrating Zoho People and MeisterTask which are discussed below:

Customers can create their task in MeisterTask by clicking on excel link in the email sent by this integration whenever there is a new entry in Zoho People App hence saving their time and money as well as reducing overhead time in creating tasks manually . The templates provided by Zoho people helps us to quickly fill-up fields like Task name, Description etc. easily from their dashboard thus saving their time . The details provided by Zoho people are always updated hence we don't need to worry about updating information when needed . The integration between these two applications helps us to eliminate duplicate work and leverage the expertise of other employees within our organization hence improving efficiency . This integration helps us to save our time due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration saves our money because it eliminates paper usage since all tasks are created in electronic format . This integration helps us to improve efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration helps us to decrease our overhead time due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration helps us to optimize efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration reduces our overhead time due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration reduces our overhead time due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration helps us to improve efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration helps us to reduce our overhead time due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our efficiency due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on excel link available in the email sent by integration . This integration increases our productivity due to easy creation of tasks in Meistertask by just clicking on

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