MeisterTask + Overloop
Create MeisterTask tasks when a deal is won in Overloop
After your sales team wins a deal you have to act. This automation creates a task in MeisterTask when a deal is marked as won in Overloop. Now, you'll be poised to generate a contract, organize a meeting with the post-sales team, send a thank you letter, etc.
After your sales team wins a deal you have to act. This automation creates a task in MeisterTask when a deal is marked as won in Overloop. Now, you'll be poised to generate a contract, organize a meeting with the post-sales team, send a thank you letter, etc.
- When this happens...Deal Won
Triggers when a new deal is won.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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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Project ManagementAbout Overloop
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