Integrate HubSpot CRM with MeisterTask
Send information between HubSpot CRM 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 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
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in MeisterTask.
Create a project within MeisterTask for every accomplished deal in HubSpot CRM
HubSpot CRM + MeisterTask
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
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in the selected section in MeisterTask.
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 1000+ 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
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email is created
Deal created
Triggers when a new deal is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
New section
Triggers when a new section is created
Task completed
Triggers when a task is completed
New task created
Triggers when a new task 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
All Actions - Actions are the automated tasks
Create meeting
Creates a new meeting
Create email
Creates a new email
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company by ID
Update deal
Updates the details of an existing deal using its ID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Create or update contact
Creates a new contact or updates the details of an existing contact
Fetch company - By name
Fetches the details of an existing company by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
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.
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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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