MeisterTask + SharpSpring

MeisterTask + SharpSpring integrations

Create MeisterTask tasks for new SharpSpring leads

The faster your leads are in your task list, the faster the deal can close. Use this handy automation to speed up the process. After you set it up, every new lead added in SharpSpring will be added as a task in MeisterTask so that your newest leads don't slip through the cracks.

When this happens...
New LeadWhen a lead has been created in sharpspring.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with SharpSpring and MeisterTask

Discover other triggers and actions you can use with SharpSpring and MeisterTask

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email Address
  Required
- 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

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

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
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

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 SharpSpring

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

Learn moreLearn moreHelpHelp

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Marketing Automation

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Related Zap Templates

Create MeisterTask tasks when new SharpSpring forms are submitted

Related Zap Templates

Create MeisterTask tasks when new SharpSpring forms are submitted