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Integrate Teamwork CRM with MeisterTask
Send information between Teamwork CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within MeisterTask for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in MeisterTask.
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Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Teamwork CRM + MeisterTask
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Build your own integrations between Teamwork CRM and MeisterTask
Connect Teamwork CRM and MeisterTask with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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New section
Triggers when a new section is created
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New task in project
Triggers when a new task is created in the selected project
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New project
Triggers when a new project is created
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New task in section
Triggers when a new task is added in the selected section
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New person
Triggers when a new person is added to a project
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Task completed
Triggers when a task is completed
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New task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create task
Creates a new task in the selected section
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Fetch person
Fetches a person by their unique ID
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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.
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