MeisterTask + Sellsy Integration

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Sellsy + MeisterTask Integration

Create MeisterTask task for new Sellsy contact

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

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

Create MeisterTask task for new Sellsy task

Sellsy 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 Sellsy. MeisterTask is a great tool for this.

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

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

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

Create Sellsy task for new MeisterTask checklist

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

This automation will help you stay organized and make sure that no steps are forgotten.
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MeisterTask + Sellsy Integration
1.
  • 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
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
2.
  • 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
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
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