Salesflare + MeisterTask Integration

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MeisterTask + Salesflare Integration

Create Salesflare task for new MeisterTask checklist

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

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

Create MeisterTask task for new Salesflare person

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

When you create a person in Salesflare, 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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Salesflare + MeisterTask Integration

Create MeisterTask task for new Salesflare task

Salesflare 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 Salesflare. MeisterTask is a great tool for this.

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

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

With our integration between Salesflare and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Salesflare + MeisterTask Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
  • 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.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • 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
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