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Add tasks to MeisterTask for new Salesforce leads

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Task

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.

How this Salesforce-MeisterTask integration works

  1. A new lead is added on Salesforce
  2. Zapier creates a task for it on MeisterTask

Apps involved

  • Salesforce
  • MeisterTask
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Connect MeisterTask + Salesforce in Minutes

It's easy to connect MeisterTask + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

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