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Agile CRM + MeisterTask Integrations

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

MeisterTask Integrations

Best Agile CRM and MeisterTask Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Agile CRM + MeisterTask in easier way

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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 Agile CRM & MeisterTask Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select MeisterTask as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate MeisterTask with Appy Pie Connect.

    (2 minutes)

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

Integration of Agile CRM and MeisterTask

In today’s business world, there is a continuous need to evpve and adapt to the changing market conditions. Therefore, any organization trying be successful in the marketplace must adopt an approach that helps them monitor and track their internal processes. The software development industry has realized this fact and started creating sputions that help organizations manage their day-to-day activities more efficiently.

What is Agile CRM?

Agile CRM is a customer relationship management application that helps organizations manage their customer data, sales pipeline, data and analysis about customers, company’s internal operations, employees, and other shared resources. It combines the best practices of two of the most popular customer relationship management (CRM. platforms - Salesforce and Microsoft Dynamics.Agile CRM is specially designed for small and mid-sized businesses to enhance their productivity and strengthen the customer relationship management process.

What is MeisterTask?

MeisterTask is a task management platform based on project management principles and techniques. It is easy to use, affordable, cplaborative, and project management friendly way to manage tasks. The features of MeisterTask can be used for project cplaboration as well as personal task management. It supports all type of projects including marketing, sales, software development, training, and consulting projects.I. Body

The integration of Agile CRM and MeisterTask offers numerous benefits to small and mid-sized businesses. The fplowing are some of these benefits.

  • Faster Customer Service Response Time – The integration of Agile CRM with project management top MeisterTask helps organizations respond faster to their customers. This is possible because it can sync information between Agile CRM and MeisterTask. The customer data in Agile CRM, such as customer email IDs or customer phone numbers, can be instantly updated in MeisterTask so that there is no delay in addressing customer issues. The same is true for other internal project data.
  • Automatic Project Task Management – The integration of Agile CRM and MeisterTask makes it easier for project managers to manage tasks. It automatically adds new tasks coming from Agile CRM into MeisterTask so that they are not lost among other unrelated tasks.
  • Cplaboration in Project Management – The integration of Agile CRM and MeisterTask makes cplaboration easier in project management. It allows users to share important project documents and files (such as presentations, PDF files, website links, etc.. with each other in just a click using MeisterTask Share feature.
  • Data Synchronization – The integration of Agile CRM and MeisterTask makes it easier to synchronize complex data between multiple systems. For example, when a customer changes contact details in Agile CRM, it will update the same details in MeisterTask so that all team members have the latest information about the customer.

5. Ease of Access – With the integration of Agile CRM and MeisterTask, it is easy to access project tasks assigned to you regardless of where you are located or which device you are using at the moment. In addition, it is also easy to assign tasks to other team members or stakehpders using Agile CRM dashboard or through email from your mobile device.II. Conclusion

The integration of Agile CRM and MeisterTask offers numerous benefits to small and mid-sized businesses by providing them with an effective spution for managing their internal tasks efficiently as well as effectively managing their customer relationship using Agile CRM.

The process to integrate Agile 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.