Meistertask Integration with Revamp CRM
With Meistertask Revamp CRM integration, you can automatically create and/or update Revamp CRM records as tasks are assigned through MeisterTask. Keep your team informed, collaborate better and run workflows
Meistertask Integration Details
Need to carry all your sales and CRM tasks with you, wherever you go? Set up this Revamp CRM MeisterTask integration to add them to the MeisterTask, where all the rest of your life is, automatically. From then on, Zapier automation will create a task on MeisterTask with the information from each new task you add to Revamp CRM, keeping everything organized while you’re free to focus elsewhere.
How Meistertask Integration works, when a new task is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Meister task’
- You can optionally create a dynamic segment for all contacts with ‘Meister task’ tag
- Furthermore, an automation can run on this segment to create a follow-up task, or run a drip email campaign for new Meister task contacts.
- Create a Deal, based on your business model. As a result, each booking could be treated as a deal.
- Create a Task and assign to the team member of your choice.Therefore, you can do your further follow up.
What You Need
- Meister task premium account
- Revamp CRM account
- MeisterTask is a cloud-hosted platform for task and project management. It is built to give project administrators complete command and control over all stages and details of their projects. It provides project monitoring capabilities for managers as well as collaboration features for team members to boost productivity and speed up completion of projects.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.