Agile CRM + MeisterTask Integration

Connect Agile CRM to MeisterTask in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
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2.

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Ready Workflows Ready Workflows   for Agile CRM + MeisterTask Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Agile CRM + MeisterTask Integration

Create MeisterTask task for new Agile CRM contact

Agile CRM and MeisterTask are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in MeisterTask? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agile CRM + MeisterTask Integration

Create MeisterTask task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. MeisterTask is a great tool for this.

All you need to do is - integrate MeisterTask with Agile CRM to create task in MeisterTask automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + MeisterTask Integration

Create MeisterTask task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in MeisterTask to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular MeisterTask Automations from
Integrately Community

Most popularmost-popular-automations
01
MeisterTask logo
WhatsApp logo
Send WhatsApp message for new MeisterTask task
02
MeisterTask logo
Telegram logo
Send Telegram message for new MeisterTask task
03
Todoist logo
MeisterTask logo
Create MeisterTask task for new Todoist task
04
MeisterTask logo
ClickUp logo
Create ClickUp task for new MeisterTask task
05
MeisterTask logo
WhatsRise logo
Send WhatsRise message for new MeisterTask task
cloud
MeisterTask
app integration
06
Notion logo
MeisterTask logo
Create MeisterTask task for new Notion database item
07
Smartsheet logo
MeisterTask logo
Create MeisterTask task for new Smartsheet row
08
MeisterTask logo
Google Calendar logo
Create Google Calendar event for new MeisterTask task
09
MeisterTask logo
Notion logo
Create Notion database item for new MeisterTask task
10
MeisterTask logo
Clockify logo
Create Clockify task for new MeisterTask task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or MeisterTask With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
MeisterTask
MeisterTask
MeisterTask is a task management app that uses AI technology to make you more productive. With the best project tracking tool on the market, now you can get back to focusing on what's important - your work!