Integrate HubSpot CRM with MeisterTask

Send information between HubSpot CRM and MeisterTask automatically, without writing any code, using Zoho Flow.

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Create a project within MeisterTask for every accomplished deal in HubSpot CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in MeisterTask for every deal won in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in MeisterTask.
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Create a project within MeisterTask for every accomplished deal in HubSpot CRM

HubSpot CRM + MeisterTask

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Set up tasks in MeisterTask when new tasks are initiated in HubSpot CRM

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to MeisterTask every time a new task is added in HubSpot CRM.

How it works
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Set up tasks in MeisterTask when new tasks are initiated in HubSpot CRM

HubSpot CRM + MeisterTask

Build your own integrations between HubSpot CRM and MeisterTask

Connect HubSpot CRM and MeisterTask with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate HubSpot CRM and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Company created

Triggers when a new company is created

Deal updated

Triggers when a deal is updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Engagement created

Triggers when a new engagement is created

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company updated

Triggers when the details of an existing company are updated

New section

Triggers when a new section is created

New task in project

Triggers when a new task is created in the selected project

New project

Triggers when a new project is created

New task in section

Triggers when a new task is added in the selected section

New person

Triggers when a new person is added to a project

Task completed

Triggers when a task is completed

New task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create company

Creates a new company

Associate CRM entities

Associates two existing CRM entities

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Update contact - By email

Updates the details of the contact associated with the specified email

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM Popular

What is MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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