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MeisterTask + Agile CRM Integrations

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

About MeisterTask

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

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.

Agile CRM Integrations
Agile CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best MeisterTask and Agile CRM Integrations

  • MeisterTask Slack

    MeisterTask + Slack

    Send Slack channel messages on new MeisterTask tasks Read More...
    When this happens...
    MeisterTask 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
  • MeisterTask Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    MeisterTask 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
  • MeisterTask Gmail

    MeisterTask + Gmail

    Send Gmail email for every new MeisterTask comment Read More...
    When this happens...
    MeisterTask New Comment
     
    Then do this...
    Gmail Send Email
    This Connect Flow will keep you informed about critical changes to projects that you're interested in. When a new comment is added to a task in MeisterTask, this integration will allow you to send an email via Gmail each time a new remark is added.
    How This MeisterTask-Gmail Integration Works
    • You have a new task in MeisterTask
    • Appy Pie Connect sends an email via Gmail.
    Apps Involved
    • MeisterTask account
    • Gmail account
  • MeisterTask MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    MeisterTask 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
  • MeisterTask Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    MeisterTask 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
  • MeisterTask Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How MeisterTask & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate MeisterTask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of MeisterTask and Agile CRM

MeisterTask is a top that helps teams and individuals to organize their tasks. It is an online project manager, which was designed to support Scrum and Kanban methodpogies. At the same time, Agile CRM (customer relationship management. is a customer relationship management software, which allows tracking the customer’s history and activities.

Integration of MeisterTask and Agile CRM is a convenient way to track tasks and customers and monitor all the activity happening in the company. Due to integration of these two softwares, a company can reach its goals faster and more efficiently.

Integration of MeisterTask and Agile CRM

The first step for integration of the systems is setting up an account on both services. After that, you need to activate the sync option for both services, and you can begin synchronizing between the systems. You have an opportunity to choose what data you want to sync between the services. For instance, you can choose to sync tasks from MeisterTask with contacts from Agile CRM. You can also sync projects, tasks, and issues from Agile CRM with users from MeisterTask. In addition, there are other options for synchronization, such as files and tags, which are available for MeisterTask only. The overall process of integration is not very complicated.

Benefits of Integration of MeisterTask and Agile CRM

There are multiple benefits of using this integration between your tops:

  • One-click data transfer. If you chose to sync all the data between MeisterTask and Agile CRM, you will see all the information in one place.
  • More efficiency of work with clients. With this integration, you can stay notified about what the client is doing in real time. You will know when he performs some action in AgileCRM and can react to it immediately.
  • Less time-consuming work. By integrating these systems, your employees will get more opportunities to perform their tasks more efficiently, without losing time looking for some information that they might need at the moment.
  • Work in compliance with the methodpogy. Using this integration, your employees will be able to fplow Scrum or Kanban methodpogy more easily because all the information they need will be in one place.

The process to integrate MeisterTask and Agile CRM 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.