Integrate Zoho CRM with MeisterTask

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

Build your own integrations between Zoho CRM and MeisterTask

Connect Zoho CRM and MeisterTask with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and MeisterTask using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

Task completed

Triggers when a task is completed

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

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update module entry

Updates the specified module entry

Create or update contact

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

Raise signal

Raises a signal to Zoho CRM

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its 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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY