When this happens...
SalesforceNew Lead
Then do this...
MeisterTaskCreate Task

Looking for a better way to take action on new opportunities? This integration can help with that. It will fire off 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
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
MeisterTask
Completed Task

Triggers when a task is completed.

MeisterTask
Create Task

Creates a new task

MeisterTask
New Task

Triggers when a new task is created across all your projects

Salesforce
Create Lead

Create a new lead.

MeisterTask
New Task in Section

Triggers when a new task is added to a selected section.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

Salesforce
New Lead

Triggers when a new lead is created.

Salesforce
Create Custom Object

Create a new custom object (of the type you choose).

Salesforce
New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Salesforce
Add a Contact to a Campaign

Add a contact to a campaign.

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Become a Zapier Integration Partner

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.