Zendesk Sell + MeisterTask Integration

Connect Zendesk Sell to MeisterTask - Automate your workflows in 1-click

Make use of Zendesk Sell 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. And automate all the repetitive tasks between Zendesk Sell & MeisterTask using Integrately.
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Zendesk Sell + MeisterTask Integration

Create MeisterTask task for new Zendesk Sell contact

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

When you create a contact in Zendesk Sell, 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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Zendesk Sell + MeisterTask Integration

Create MeisterTask task for new Zendesk Sell task

Zendesk Sell 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 Zendesk Sell. MeisterTask is a great tool for this.

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

Create MeisterTask task for new Zendesk Sell 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 Zendesk Sell? Well now there is!

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

Create Zendesk Sell task for new MeisterTask checklist

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

This automation will help you stay organized and make sure that no steps are forgotten.
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Zendesk Sell + MeisterTask Integration
1.
  • Zendesk Sell
    Deal is created in Zendesk Sell

    Triggers the automation when a deal is created

  • Zendesk Sell
    Deal stage is changed in Zendesk Sell

    Triggers the automation when the deal stage is changed

  • Zendesk Sell
    Deal is updated in Zendesk Sell

    Triggers the automation when a deal is updated

  • Zendesk Sell
    Contact is created in Zendesk Sell

    Triggers the automation when a new contact is created

  • Zendesk Sell
    Contact is updated in Zendesk Sell

    Triggers the automation when a contact is updated

  • Zendesk Sell
    Task is created in Zendesk Sell

    Triggers the automation when a new task is created

  • Zendesk Sell
    Lead is created in Zendesk Sell

    Triggers the automation when a new lead is created

  • Zendesk Sell
    Lead is updated in Zendesk Sell

    Triggers the automation when the lead information is updated

  • Zendesk Sell
    Note is created in Zendesk Sell

    Triggers the automation when a new note is created

  • Zendesk Sell
    Product is created in Zendesk Sell

    Triggers the automation when a new product is created

  • MeisterTask
    Task is created in MeisterTask

    Triggers the automation when a new task is created

  • MeisterTask
    Attachment is created in MeisterTask

    Triggers the automation when a new attachment is created

  • MeisterTask
    Project is created in MeisterTask

    Triggers the automation when a new project is created

  • MeisterTask
    Comment is added in MeisterTask

    Triggers the automation when a comment is added

  • MeisterTask
    Checklist item is created in MeisterTask

    Triggers the automation when a new checklist item is created

  • MeisterTask
    Tag is applied to task in MeisterTask

    Triggers the automation when a tag is added

  • MeisterTask
    Tag is created in MeisterTask

    Triggers the automation when a tag is added

  • MeisterTask
    Section is created in MeisterTask

    Triggers the automation when a section is created

  • MeisterTask
    Person is created in MeisterTask

    Triggers the automation when a new person is created

2.
  • Zendesk Sell
    Create lead in Zendesk Sell

    Generates new leads for potential customers

  • Zendesk Sell
    Update lead in Zendesk Sell

    Updates the lead information

  • Zendesk Sell
    Search lead in Zendesk Sell

    Retrieves information for a particular lead

  • Zendesk Sell
    Create person in Zendesk Sell

    Generates a new person

  • Zendesk Sell
    Update person in Zendesk Sell

    Updates the information of a person

  • Zendesk Sell
    Search contact in Zendesk Sell

    Finds and retrieves contact information

  • Zendesk Sell
    Create deal in Zendesk Sell

    Generates a new deal with

  • Zendesk Sell
    Search deal in Zendesk Sell

    Retrieves and find a deal

  • Zendesk Sell
    Update deal in Zendesk Sell

    Updates deal information based on new criteria or changes

  • Zendesk Sell
    Create company in Zendesk Sell

    Generates a new company profile with given details

  • Zendesk Sell
    Update company in Zendesk Sell

    Updates company information

  • Zendesk Sell
    Search company in Zendesk Sell

    Finds information about a company

  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell

    Enrolls a contact into a sequence

  • Zendesk Sell
    Search sequence in Zendesk Sell

    Searches for a sequence

  • Zendesk Sell
    Search user in Zendesk Sell

    Searches for a user

  • Zendesk Sell
    Create task in Zendesk Sell

    Creates a new task

  • Zendesk Sell
    Update task in Zendesk Sell

    Updates the task with new information or changes

  • Zendesk Sell
    Create note in Zendesk Sell

    Creates a new note in the particular format

  • Zendesk Sell
    Create product in Zendesk Sell

    Generates and launch new products

  • Zendesk Sell
    Update product in Zendesk Sell

    Updates product information

  • Zendesk Sell
    Search products in Zendesk Sell

    Searches for products

  • Zendesk Sell
    Search deal sources in Zendesk Sell

    Scan and retrieve the source of a particular deal

  • Zendesk Sell
    Search lead sources in Zendesk Sell

    Searches for lead sources

  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
  • MeisterTask
    Create task in MeisterTask

    Creates a new task

  • MeisterTask
    Update Task in MeisterTask

    Updates the task with new information or changes

  • MeisterTask
    Search task in MeisterTask

    Searches for a task

  • MeisterTask
    Search attachment in MeisterTask

    Searches for an attachment

  • MeisterTask
    Search Tag in MeisterTask

    Searches for a tag

  • MeisterTask
    Applied tag to task in MeisterTask

    Categorize task by applying particular tag

  • MeisterTask
    Create tag in MeisterTask

    Generates a new tag

  • MeisterTask
    Search person in MeisterTask

    Retrieves information about a person

  • MeisterTask
    Search section in MeisterTask

    Searches for a section

  • MeisterTask
    Search project in MeisterTask

    Searches for a project

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Integrate Zendesk Sell & MeisterTask In 1 Click
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