Capsule CRM + MeisterTask Integration

Connect Capsule CRM to MeisterTask - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of MeisterTask automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Capsule CRM + MeisterTask integration.
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MeisterTask + Capsule CRM Integration

Create Capsule CRM task for new MeisterTask checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Capsule CRM? If so, you'll be glad to know that you can use MeisterTask to create checklist of the steps in your sales process, and then create task in Capsule CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Capsule CRM + MeisterTask Integration

Create MeisterTask task for new Capsule CRM person

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

When you create a person in Capsule 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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Capsule CRM + MeisterTask Integration

Create MeisterTask task for new Capsule CRM task

Capsule 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 Capsule CRM. MeisterTask is a great tool for this.

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

Create MeisterTask task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity 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 opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Capsule CRM + MeisterTask Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask
3x-10x Less Expensive Than Zapier
Zapier
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

Integrate Capsule CRM & MeisterTask In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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