MeisterTask + SharpSpring Integrations

How to connect MeisterTask + SharpSpring

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Create MeisterTask tasks for new SharpSpring leads

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Create MeisterTask tasks when new SharpSpring forms are submitted

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Create MeisterTask tasks for new SharpSpring leads

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Create MeisterTask tasks when new SharpSpring forms are submitted

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Supported triggers and actions

What does this mean?

New Attachment
Triggers when an attachment is created.
Trigger
Instant
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- ProjectRequired
Trigger
Scheduled
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- ProjectRequired
Trigger
Scheduled
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- ProjectRequired
- TaskRequired
Trigger
Scheduled
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New Task Label
Triggers when a Task label is created.
Trigger
Instant
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- NameRequired
- ColorRequired
Action
Write
Create Task Label
Creates a new task label.
Action
Write

- Text
Action
Search
- Name
Action
Search
- Text
- TaskRequired
- FileRequired
- FilenameRequired
Action
Search or write
- Text
- Status
- Task NameRequired
- Task Notes
- Due Date
Action
Search or write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Label
Triggers when a label is created.
Trigger
Instant
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- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Scheduled
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- TaskRequired
- FileRequired
- FilenameRequired
Action
Write
- Task NameRequired
- Task Notes
- Due Date
Action
Write
- Task IDRequired
- Task Name
- Task Notes
- Due Date
Action
Write
- Person IdRequired
Action
Search
- Text
- Status
Action
Search
- NameRequired
- ColorRequired
Action
Search or write
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

How MeisterTask + SharpSpring Integrations Work

Step 1: Authenticate MeisterTask and SharpSpring.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect MeisterTask + SharpSpring

About MeisterTask

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

Learn more Help

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more Help

Related categories

Marketing Automation

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MeisterTask + SharpSpring Integrations

How to connect MeisterTask + SharpSpring

Create MeisterTask tasks for new SharpSpring leads

Create MeisterTask tasks when new SharpSpring forms are submitted

Create MeisterTask tasks for new SharpSpring leads

Create MeisterTask tasks when new SharpSpring forms are submitted

Connect your apps and automate workflows

New Attachment

New Person

ProjectRequired

New Section

ProjectRequired

New Comment

ProjectRequired

TaskRequired

New Task Label

Create Label

NameRequired

ColorRequired

Create Task Label

Find Attachment

Text

Find Label

Name

Find or Create Attachment

Text

TaskRequired

FileRequired

FilenameRequired

Find or Create Task

Text

Status

Task NameRequired

Task Notes

Due Date

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

Opportunity NameRequired

Associate a Primary LeadRequired

Associate With an AccountRequired

Opportunity StatusRequired

Opportunity OwnerRequired

Deal StageRequired

Close DateRequired

Opportunity AmountRequired

New Checklist Item

New Project

New Label

New Task

Trigger On Updated Tasks Instead of New Tasks?

Create Attachment

TaskRequired

FileRequired

FilenameRequired

Create Task

Task NameRequired

Task Notes

Due Date

Update Task

Task IDRequired

Task Name

Task Notes

Due Date

Find Person

Person IdRequired

Find Task

Text

Status

Find or Create Label