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 850+ 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
Triggers when a new deal is created
Email created
Triggers when a new email is created
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting is created
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
New task created
Triggers when a new task is created
Task completed
Triggers when a task is completed
New task in project
Triggers when a new task is created in the selected project
New section
Triggers when a new section is created
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 person
Triggers when a new person is added to a project
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update company
Updates the details of an existing company
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company by name
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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