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Close + MeisterTask Integration

Close + MeisterTask Integration

Connect Close to MeisterTask in 1 click

Popular Close + MeisterTask Workflows

MeisterTask + Close Integration

Create Close task for new MeisterTask checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Close? 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 Close for each step.

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

Create MeisterTask task for new Close contact

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

When you create a contact in Close, 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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Close + MeisterTask Integration

Create MeisterTask task for new Close 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 Close? Well now there is!

With our integration between Close and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Close + MeisterTask Integration

Create MeisterTask task for new Close task

Close 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 Close. MeisterTask is a great tool for this.

All you need to do is - integrate MeisterTask with Close to create task in MeisterTask automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
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What Do You Want To Automate?
Close + MeisterTask Integration
When
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
  • Project is created in MeisterTask
    Project is created in MeisterTask
  • Section is created in MeisterTask
    Section is created in MeisterTask
  • Task is created in MeisterTask
    Task is created in MeisterTask
  • Checklist item is created in MeisterTask
    Checklist item is created in MeisterTask
  • Attachment is created in MeisterTask
    Attachment is created in MeisterTask
  • Tag is created in MeisterTask
    Tag is created in MeisterTask
  • Tag is applied to task in MeisterTask
    Tag is applied to task in MeisterTask
  • Person is created in MeisterTask
    Person is created in MeisterTask
  • Comment is added in MeisterTask
    Comment is added in MeisterTask
Automatically
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Update task in Close
    Update task in Close
  • Search contact in Close
    Search contact in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
  • Search activity by id in Close
    Search activity by id in Close
  • Create task in MeisterTask
    Create task in MeisterTask
  • Applied tag to task in MeisterTask
    Applied tag to task in MeisterTask
  • Update Task in MeisterTask
    Update Task in MeisterTask
  • Create tag in MeisterTask
    Create tag in MeisterTask
  • Search person in MeisterTask
    Search person in MeisterTask
  • Search attachment in MeisterTask
    Search attachment in MeisterTask
  • Search Tag in MeisterTask
    Search Tag in MeisterTask
  • Search task in MeisterTask
    Search task in MeisterTask
  • Search project in MeisterTask
    Search project in MeisterTask
  • Search section in MeisterTask
    Search section in MeisterTask

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.

What Is integrately?

Ready Automations
For 900+ Apps

All you need to do is select automation and
activate it. That’s it.

Why Close & MeisterTask Users Integrately

Close + MeisterTask Integration
Ready Automations

Integrate Close & MeisterTask In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Close & MeisterTask with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
Anybody Can Integrate
18x - 33x Less Expensive Than Zapier

Zapier : 750 tasks in $19.99,
Integrately : 14,000 tasks in $19.99

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