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MeisterTask + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

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Best MeisterTask and Zoho CRM Integrations

  • MeisterTask Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    MeisterTask New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • MeisterTask MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    MeisterTask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • MeisterTask MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    MeisterTask New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • MeisterTask Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    MeisterTask New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • MeisterTask Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    MeisterTask New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • MeisterTask Zoho CRM

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

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

It's easy to connect MeisterTask + Zoho 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.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How MeisterTask & Zoho 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 Zoho CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho 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 Zoho CRM

MeisterTask is a project management software that allows its users to plan and track their projects. MeisterTask offers an online and mobile platform for this. As a result, the user can access it from anywhere, anytime.Zoho CRM is a customer relationship management (CRM. system that manages all customer activities. It helps small business owners to manage their customers effectively, to understand their needs and to increase sales.

What is MeisterTask?

MeisterTask is a project management software that helps you plan and track your projects. You can create tasks and subtasks, add comments and files, assign resources etc. Furthermore, you can get instant notifications related to your tasks such as notification about when someone has completed a task.Furthermore, you can invite others to cplaborate with you on your projects. For example, you can invite a team member to edit or approve a document or presentation with you. In addition to sharing files, you can also share your screen with them via online meetings.Furthermore, you can use the built-in calendar to plan your upcoming projects. You can also use it to schedule recurring events related to your projects such as team meetings.And finally, MeisterTask also offers integrations with many popular services such as Dropbox, Google Drive, GitHub and Zapier. Based on these integrations, you can automatically add tasks to MeisterTask once they have been created in other services. That said, MeisterTask is not limited to the integrations mentioned above. You are free to integrate it with other third party services using Zapier or by creating your own connector using the REST API.

What is Zoho CRM?

Zoho CRM is a customer relationship management system that helps small business owners to manage their customers effectively, to understand their needs and to increase sales. Zoho CRM does this by tracking customer information. This includes information about what led them to your website, what they did on your website and which products they viewed. This way if a customer finds something interesting on your website such as your product or service offering, then the system will remind you of it and then you can contact the customer again.Furthermore, Zoho CRM allows you to manage your sales and support teams' activities such as creating opportunities based on leads, managing customer relationships and setting up tasks for sales reps and support agents. Also, it allows you to track your customers' activities such as viewing products or making purchases.

Integration of MeisterTask and Zoho CRM

Zoho offers several ways of integrating its products together including APIs, Zoho Sync, Zoho Reports, Zoho Campaigns etc. In this blog post though we will focus on two integration methods; MeisterTask's Zapier integration and its API.Zapier Integration – If you already use MeisterTask then we recommend that you use our Zapier integration so that whenever you create a new task in MeisterTask, it automatically gets added to Zoho CRM. Zapier is a cloud-based automation service that allows users to set up "zaps" that automate workflows between different web apps including MeisterTask and Zoho CRM. Whenever a new task is created or updated in MeisterTask then the task gets added to Zoho CRM automatically. Similarly, when you create or update a task in Zoho CRM then the task gets added to MeisterTask automatically.

Zoho API – Another approach is to use Zoho's API for integration. Using the API, you can integrate MeisterTask with any other Zoho product including Zoho CRM using any programming language of your choice (e.g. Python.

Integration of MeisterTask and Zoho CRM

Below is an outline of an article about how MeisterTask integrates with Zoho CRM:Introduction – An introduction about MeisterTask fplowed by an introduction about Zoho CRMBody – Details about how MeisterTask integrates with Zoho CRM via ZapierConclusion – A conclusion about how integration between MeisterTask and Zoho CRM helps small businesses etc…MeisterTask is a project management software that helps its users to plan and track their projects easily and effectively. It offers an online and mobile platform for this purpose. As a result, the user can access it from anywhere, anytime.Zoho CRM is a customer relationship management (CRM. system that tracks customer activities related to the sales process such as viewing products or making purchases. It also tracks information about what led them to visit your website such as reading reviews etc… Furthermore, it also manages all customer information related to the sales process including information about whether they made an order or not and how much profit was earned from them etc…

Integration of MeisterTask and Zoho CRM

MeisterTask offers various features that allow its users to manage their projects easily such as creating tasks and subtasks, adding comments/files etc… Integrating it with Zoho CRM allows users to import customer related data into MeisterTask in real time from Zoho CRM whenever necessary so that they do not have to manually enter data into MeisterTask every time they need it.MeisterTask also offers integration with numerous other services such as GitHub, Dropbox etc… So by integrating it with Zoho CRM you gain access to hundreds of other integrations offered by MeisterTask at no additional cost! Furthermore, because of integration between MeisterTask and Zoho CRM you can automate many manual processes thereby saving hours of your time!

The process to integrate MeisterTask and Zoho 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.