Integrate Pipedrive with MeisterTask
Send information between Pipedrive and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within MeisterTask for every accomplished deal in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in MeisterTask for every deal won in your Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in MeisterTask.
Create a project within MeisterTask for every accomplished deal in Pipedrive
Pipedrive + MeisterTask
Build your own integrations between Pipedrive and MeisterTask
Connect Pipedrive and MeisterTask with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
New task
Triggers when a new task is created
New section
Triggers when a new section is created
New person
Triggers when a new person is added to a project
New task in section
Triggers when a new task is added in the selected section
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
All Actions - Actions are the automated tasks
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch user
Fetches the details of an existing user
Create task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is Pipedrive?
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
Toto
Technical Engineer, Master Liveaboards
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, Alps Education
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)
