Connect Freshsales Classic and MeisterTask to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
Find or Create Label
Find or Create Task
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add label To Task
Create Task Timeline Item
Create Task Subscription
Ready to use Freshsales Classic and MeisterTask automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New Task
Triggers when a new task is created in MeisterTask.
Task Completed
Triggers when a task is marked as completed in MeisterTask.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in MeisterTask (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in MeisterTask. This includes choosing which data fields go into which fields of MeisterTask, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and MeisterTask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshsales Classic and MeisterTask. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreAbout MeisterTask
MeisterTask is an intuitive and collaborative task management tool designed to help teams organize and manage their projects efficiently. With features like customizable project boards, time tracking, and seamless integration with other productivity tools, MeisterTask streamlines workflows and enhances team collaboration.
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