MeisterTask + RD Station

MeisterTask + RD Station integrations

Create tasks in MeisterTask for new lead conversions in RD Station

Transform your sales strategy by setting up an efficient workflow between RD Station and MeisterTask. Once set up, every time there's a new lead conversion in RD Station, a corresponding task will be created in MeisterTask. This automation streamlines your sales process, ensuring no leads slip through the cracks while freeing up your time to focus on other important aspects of your business.

When this happens...
New Lead ConversionTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with RD Station and MeisterTask

Discover other triggers and actions you can use with RD Station and MeisterTask

New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event Identifier
  Required
- Email
  Required
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
Action
Write
- Email
  Required
- Value
Action
Write
New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Polling
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
Polling
Try It

- Task
  Required
- File
  Required
- Filename
  Required
Action
Write
- Task Name
  Required
- Task Notes
- Due Date
Action
Write
- Task ID
  Required
- Task Name
- Task Notes
- Due Date
Action
Write
- Person Id
  Required
Action
Search
- Text
- Status
Action
Search
- Name
  Required
- Color
  Required
Action
Search or write

New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- Email
  Required
- Lost Reason
Action
Write
New Attachment
Triggers when an attachment is created.
Trigger
Instant
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Task
  Required
Trigger
Polling
Try It
New Task Label
Triggers when a Task label is created.
Trigger
Instant
Try It
- Name
  Required
- Color
  Required
Action
Write
Create Task Label
Creates a new task label.
Action
Write
- Text
Action
Search
- Name
Action
Search
- Text
- Task
  Required
- File
  Required
- Filename
  Required
Action
Search or write
- Text
- Status
- Task Name
  Required
- Task Notes
- Due Date
Action
Search or write

About MeisterTask

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

Learn moreLearn moreHelpHelp

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About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.

Learn moreLearn moreHelpHelp

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Related Zap Templates

Create tasks in MeisterTask for new opportunities in RD Station

Related Zap Templates

Create tasks in MeisterTask for new opportunities in RD Station