Insightly + MeisterTask Integration

Connect Insightly to MeisterTask in 1 click

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Popular Insightly + MeisterTask Workflows

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MeisterTask + Insightly Integration

Create Insightly task for new MeisterTask checklist

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

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

Create MeisterTask task for new Insightly task

Insightly 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 Insightly. MeisterTask is a great tool for this.

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

Create MeisterTask task for new Insightly contact

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

When you create a contact in Insightly, 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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Insightly + MeisterTask Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • 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.
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
  • 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 Popular Alternatives
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2,000 Tasks
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Integrate Insightly & 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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You Can Also Connect Insightly or MeisterTask With 1200+ Other Apps

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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

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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!

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