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Freshworks CRM + MeisterTask Integrations

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

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

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 Freshworks CRM and MeisterTask Integrations

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Freshworks CRM Slack

    MeisterTask + Slack

    Send Slack channel messages on new MeisterTask tasks Read More...
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Slack Send Channel Message
    You don't have to check the status of every task every step of the way. Let Appy Pie Connect send Slack messages when MeisterTasks updates your status field. Now you have all the information you need at your fingertips--not to mention no need for constant monitoring to see if tasks are being worked or not.
    How It Works
    • A new task in MeisterTask
    • Appy Pie Connect sends a message to Slack
    What You Need
    • MeisterTask account
    • Slack account
  • Freshworks CRM Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Freshworks CRM Zoho Connect

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & MeisterTask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshworks 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 Freshworks CRM and MeisterTask

Integration of Freshworks CRM and MeisterTask will enhance productivity of the work team by saving time on organizing tasks and projects within a single platform. It will allow users to get organized and stay productive. In this article, we will discuss how it works.

How does integration of Freshworks CRM and MeisterTask help businesses?

Freshworks CRM is a cloud-based spution which allows its users to manage their business effectively by simplifying the way they organize their sales and marketing function. It is a complete CRM software that helps users in managing their entire workflow across various departments. Some of the features of Freshworks CRM are:

Lead management

Sales pipeline management

Call recording

Email marketing

Social media marketing

Project management

Online cplaboration

Appointment scheduling

With Freshworks CRM, it’s easy to track leads and manage the sales process. Users can create leads, manage leads and easily convert leads into customers in no time. The Sales Manager’s dashboard gives the user an overview of the incoming leads and is in-charge of creating new leads, creating opportunities and converting prospects into customers. With the help of call recording, users can record calls and gain insights from customer interactions. With email marketing, users can create campaigns for sending mass emails to their clients and prospects. For small organizations or start-ups, there is a free version of Freshworks CRM called Freshsales.

MeisterTask is a project management top which helps users with task management and scheduling tasks for delivery at a later date. Unlike Freshworks CRM, MeisterTask is not a cloud-based software and is simply a desktop application which can be downloaded and installed on computers or laptops. Some of the features of MeisterTask are:

Managing Projects

Creating Tasks

Managing Task Assignments

Managing the Team

Managing Reminders for Tasks

Scheduling Tasks for Delivery at a Later Date

Managing Project Activities

Managing Project Resources/Costs/Budgets/Timesheets

Offering Project Updates to Clients or Customers

Managing Deliverables for Projects

Managing Project Documents/Resources/Files/Media Assets etc. Available Offline as Well as Online. The Offline Version Can Be Accessed Without Internet Connection. You Can Also Download All Your Files To Your Mobile Device And Access Them From Anywhere On The Go! It Is A Cloud Based App, So It Provides You Access From Multiple Windows And Devices. It Has A Built In Task Management Feature Which Allows You To Manage Your Tasks, Track Their Progress And Project Milestones On The Go! You Can Also Create As Many Projects As You Want With Unlimited Sub-Tasks! It Is A Completely Agile Top That Helps You Organize Your Business With The Help Of Powerful Features Like Time Tracking, Billing And Invoicing For Your Clients! Cover Photo (Used Under CC0 License. From Pixabay Image Source. https://pixabay.com/en/couple-close-eyes-embrace-people-1196910/

The process to integrate Freshworks 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.