Make your data collation admin-free with MeisterTask and Airtable – an app that the Zapier team claim could be the answer to imperfect databases. Automate your data collection to and from MeisterTask Via a Zap, you can automatically create a task in your sales project as soon as a new lead comes in.Ĥ. Nurturing leads from initial contact to successful sale?Ĭreate a Lead Funnel project in MeisterTask and connect it with your favorite lead generation solutions, such as Salesforce. Turn leads into clients with an automated sales funnel Sync your team’s Google Calendar with your MeisterTask project, so that all meetings, events, and launches are listed on your team project board.ģ.
Need to collate numerous team deadlines and dates, all in one place? Never miss a deadline with synced calendars Set up a Zap to automatically convert actionable emails into tasks in your designated MeisterTask project board.Ģ. Sift through a large number of emails on a daily basis? Achieve inbox zero by converting emails into tasks So with the 2000+ integrations, come a whole load of possible Zaps! Here are a few of our favorites to get you started: 4 Ways to Get More Done with MeisterTask and Zapier 1. At this point, you’ll be taken through the simple steps of setting up the Zap, linked with your chosen project board.Ĭan’t spot the automation you’d like on our Automate by Zapier page? Head to the MeisterTask integration page on Zapier to set up the workflow yourself – no coding required! Next, a Zapier window will open on the same page. Once on the app of your choice, scroll through the list of pre-created Zaps and click on Create, next to the Zap you’d like to add. Scroll down until you see Automate by Zapier and click on Add.įrom there, you’ll be taken to MeisterTask’s Automate by Zapier page, where you can choose from a number of apps and pre-made Zaps.Ĭlick on any of the apps listed on the page to see a selection of the Zap templates available. Click on Manage, then switch to the Features tab. To do this, enter your project and click on the ( i ) button in the top bar to open the project settings. You’ll need a Zapier account too, of course.
Open up MeisterTask, or sign up if you haven’t already. Whereas before you would need to head over to the Zapier website to set up a Zap, MeisterTask users can now set up an automated workflow from directly within MeisterTask! 1.
ZAPIER MEISTERTASK HOW TO
So without further ado, here’s what the new Zapier updates have in store: How to Create MeisterTask Zaps with Automate by Zapier For example, you can set up a Zap that creates a MeisterTask task in your designated project board, every time a tagged email enters your inbox. A Zap is an automation that sends data from one app to another when a trigger occurs, often leading to an action.
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