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Integrate MeisterTask with SharpSpring to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate MeisterTask with SharpSpring - no code necessary. See how you can get setup in minutes.

Select a trigger from MeisterTask

A trigger is an event that starts your Zap and runs the workflow. For example, with MeisterTask, a trigger could be "New Attachment."

A trigger is the event that kicks off your automated workflow.

Setup an action from SharpSpring

An action is what takes place after the automation is triggered. For example, with SharpSpring, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected MeisterTask to SharpSpring

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect MeisterTask to SharpSpring with a Zapier template.

Our most popular template

Create MeisterTask tasks for new SharpSpring leads
Details
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SharpSpring + MeisterTask
Create MeisterTask tasks when new SharpSpring forms are submitted
Details
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SharpSpring + MeisterTask

Create MeisterTask tasks for new SharpSpring leads

SharpSpring + MeisterTask

Create MeisterTask tasks when new SharpSpring forms are submitted

SharpSpring + MeisterTask

Make work flow with AI

Level up your MeisterTask to SharpSpring integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect MeisterTask and SharpSpring to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect MeisterTask and SharpSpring to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Attachment
Triggers when an attachment is created.
Trigger
Instant
Try It
- Project.
Trigger
Scheduled
Try It
- Project.
Trigger
Scheduled
Try It
- Project.
- Task
  Required
Trigger
Scheduled
Try It
New Task Label
Triggers when a Task label is created.
Trigger
Instant
Try It

- Task Name
  Required
- Color
  Required
Action
Write
Create Task Label
Creates a new task label.
Action
Write

- Text
Action
Search
- Task Name
  Required
Action
Search
- Text
- Task
  Required
- File
  Required
- Filename
  Required
Action
Search or write
- Text
- Status
  Required
- Task Name
  Required
- Task Notes
- Due Date
Action
Search or write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Email Address
  Required
- Account Name
  Required
- Opportunity Status
  Required
- Account Owner
- Deal Stage
- Close Date
- Opportunity Amount
  Required
Action
Write

New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Label
Triggers when a label is created.
Trigger
Instant
Try It
- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Scheduled
Try It
- Task
  Required
- File
  Required
- Filename
  Required
Action
Write
- Task Name
  Required
- Task Notes
- Due Date
Action
Write
- Task ID
  Required
- Task Name
  Required
- Task Notes
- Due Date
Action
Write
- Person Id
  Required
Action
Search
- Text
- Status
  Required
Action
Search
- Task Name
  Required
- Color
  Required
Action
Search or write
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Account Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

Learn how to automate MeisterTask on the Zapier blog

Learn how to automate SharpSpring on the Zapier blog

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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