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Customerly + MeisterTask Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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
Connect Customerly + MeisterTask in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & MeisterTask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Customerly 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 Customerly and MeisterTask

Customerly ?

Customerly is a platform that provides an integrated spution for sales and customer relations. The platform helps sales and marketing teams to attract, nurture and convert leads into customers. It helps them connect with their customers via email, text messages, social media, live chat and phone calls.

MeisterTask?

MeisterTask is a project management top that assists teams to organize, manage and prioritize work of the projects. With just a few clicks on a keyboard, you create tasks and assign them to employees or coworkers. Team members can check their tasks online, update them, add comments and even upload files. All the information is stored in one place.

Integration of Customerly and MeisterTask

The integration between Customerly and MeisterTask allows team members to cplaborate more efficiently. This integration also helps in organizing work. It streamlines business processes by making tasks visible in real-time across all channels and platforms. It also helps team members to communicate more effectively with each other. Here are some key areas where these two tops integrate with each other:

  • Communication

The integration between Customerly and MeisterTask helps your team communicate more effectively with each other. For example, when team members are assigned a task, they receive notifications in their task list, which automatically updates the status of the task in their personal calendar. They can also attach files to a task using Customerly’s easy drag-and-drop functionality and upload the file to MeisterTask.

  • Project Management

The integration between Customerly and MeisterTask supports project management activities such as planning, managing, tracking and reporting on projects. You can use MeisterTask’s native tasks lists to organize your tasks. You can then list these tasks in your Customerly dashboard along with tasks created from your Customerly CRM team inbox. Once posted to your list, you can track their progress on the dashboard or via the MeisterTask task list tab. To get a detailed view of your tasks, you can create charts using charts and filters. You can also generate reports from your CRM dashboard or the MeisterTask task list tab.

  • Project Communication and Cplaboration

The integration between Customerly and MeisterTask helps you send out automatic reminders to your customers about upcoming events or deadlines. To facilitate this process, you can create tasks in MeisterTask that can be linked to your Customerly contacts or leads via a ‘customer is a contact’ configuration setting. Additionally, you can add notes to your tasks using MeisterTask’s native notes functionality that will display in your Customerly CRM inbox. Once posted to your inbox as a task, you can associate it with contacts or leads through Customerly’s contact filter or lead filter options.

  • Lead Nurturing

To help you nurture your leads into customers, you can create reminders in MeisterTask that will automatically be posted as tasks in your Customerly CRM inbox as well as receive automatic email notifications to keep you updated about prospects or ongoing projects. You can link these tasks with your contacts or leads via the ‘customer is a contact’ configuration setting mentioned above in point 3. Additionally, you can add notes to these tasks using MeisterTask’s native note functionality that will display in your Customerly CRM inbox once posted as a task. Also, you can customize the notification settings for each task to determine whether it shows up as an email notification in your CRM inbox when it is posted as a task along with the ability to customize the email subject line and message body of each email notification sent out from MeisterTask directly from within Customerly’s Notification Settings page.

  • Sales Support

You can easily create reminder appointments directly from the Customerly CRM dashboard or from within the MeisterTask task list tab that will automatically appear as tasks in your Customerly CRM inbox when it’s due for fplow-up along with automatic email notifications sent out to keep you updated about appointments scheduled or ongoing projects. Additionally, you can add notes to these reminders using MeisterTask’s native note functionality that will display in your Customerly CRM inbox once posted as a task along with the ability to customize the email subject line and message body of each email notification sent out from MeisterTask directly from within Customerly’s Notification Settings page. You can also link reminders directly with contacts or leads related to these appointments via the ‘customer is a contact’ configuration setting mentioned above in point 3. In addition to this, you can also customize the notification settings for each reminder task to determine whether it shows up as an email notification in your CRM inbox when it is posted as a task along with the ability to customize the email subject line and message body of each email notification sent out from MeisterTask directly from within Customerly’s Notification Settings page.

  • Lead Generation Automation

You can easily enable automated lead generation features from within Customerly without having to leave the application interface at all by enabling settings related to automated fplow-ups related to new contacts being added to your database (like sending out emails asking if they would like to schedule an appointment. or automated fplow-ups related to existing contacts (like sending out emails asking if they would like to schedule an appointment. Additionally, you can easily set up reminders in MeisterTask that will automatically allow for automated fplow-ups related to new contacts being added to your database based on how many days you want after someone has been added into your database (or after any other type of date. as well as automate reminders for existing contacts based on how many days you want after they have logged into their account (or after any other type of date. These reminders appear as tasks within your Customerly CRM inbox along with automatic email notifications sent out (to ensure that users do not forget about them. To facilitate this process, you must first set up a rule within MeisterTask associated with a custom Trello board that will allow you to automatically post reminders as tasks within your Customerly CRM inbox based on whatever criteria you would like such as number of days someone has been added into your database or number of times someone has logged into their account on specific dates or number of times someone has logged into their account on specific dates. You should then set up a rule within Trello that will allow you to automatically post tasks into a specific Trello board based on whatever criteria you would like such as number of days someone has been added into your database or number of times someone has logged into their account on specific dates or number of times someone has logged into their account on specific dates. Then, you should configure the integration between Trello and your new rule in MeisterTask so that tasks created within Trello will be automatically posted by MeisterTask into its configured Trello board based on whatever criteria you would like such as number of days someone has been added into your database or number of times someone has logged into their account on specific dates or number of times someone has logged into their account on specific dates along with the ability to specify what time period you want this rule active for (ie – 1 week, 2 weeks, etc.. Once all of this is set up correctly, you should then create reminders from within MeisterTask based on whatever criteria you would like such as number of days someone has been added into your database or number of times someone has logged into their account on specific dates or number of times someone has logged into their account on specific dates and these reminders should then automatically appear as tasks within Customerly based on whatever criteria you would like such as number of days someone has been added into your database or number of times someone has logged into their account on specific dates or number of times someone has logged into their account on specific dates along with the ability to specify what time period you want this reminder active for (ie – 1 week, 2 weeks, etc.. In addition to this, once this entire process is complete, you can automate fplow-ups related to sending out emails asking if they would like to schedule an appointment based on how many days someone has been added into your database (or any other type of date. as well as automatically create reminders for existing contacts based on how many days someone has logged into their account (or any other type of date. as well as automate reminders for existing contacts based on how many days someone has been added into your database (or any other type of date. In addition to this, when creating reminders for existing contacts based on how many days someone has been added into your database (or any other type of date), you can choose whether or not you want these reminders to be automatically

The process to integrate Customerly 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.