MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.
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
MeisterTask + Zoho ConnectCreate tasks in Zoho Connect for new MeisterTask tasks Read More...
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
It's easy to connect MeisterTask + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label is created.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Creates a new attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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.
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.
There are multiple benefits of using this integration between your tops:
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.