MeisterTask + Salesforce
Add tasks to MeisterTask for new Salesforce leads
Looking for a better way to take action on new opportunities? This integration can help with that. It will trigger whenever a new lead is added to Salesforce, automatically setting up a task for it in the appropriate project and section on MeisterTask so your team can react the moment it happens.
Looking for a better way to take action on new opportunities? This integration can help with that. It will trigger whenever a new lead is added to Salesforce, automatically setting up a task for it in the appropriate project and section on MeisterTask so your team can react the moment it happens.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
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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 Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
