#CONNECT FACEBOOK LEADS TO MEISTERTASK HOW TO#
#CONNECT FACEBOOK LEADS TO MEISTERTASK UPDATE#

If your work hinges upon conversations, following up on missed calls is crucial. We get a lot of feedback from MeisterTaskers everywhere on various social media platforms, and once again, we like to pull all that information right into our MeisterTask hub so that we never overlook a request, call for help, or piece of praise.

Whether you want to turn tweets, Facebook posts, LinkedIn posts or all of them combined into one (Buffer) into tasks, zapping is your solution. As would almost any other app that you or your team use. Of course, if you’re using Salesforce, that would also work.

#CONNECT FACEBOOK LEADS TO MEISTERTASK HOW TO#

How to reconcile this? Members of our sales team turn their new leads in Close into tasks in MeisterTask. But the rest of us at Meister only have MeisterTask running through our veins. Here at Meister, our sales team uses Close to manage their customer relationships. Enter Zapier: Pick your favorite calendar app and trigger new events to create tasks in MeisterTask. Creating a task to store all relevant information and other meeting details is key, but I don’t want to have to remember to do that. If you’re like me, you like to prepare well for meetings. Whatever it is you do with spreadsheets, you can turn new rows into tasks lickety-split. Maybe you keep track of all your clients and their invoices in your own spreadsheet. Who doesn’t love a classic Excel, Sheets or Numbers spreadsheet? Maybe a client has you on retainer and simply adds a row to a spreadsheet when they need you to do something.

#CONNECT FACEBOOK LEADS TO MEISTERTASK UPDATE#

With Email by Zapier you can forward an email to a specific email address and either create, update or find a task, or create an attachment.Īlternatively, you can set up a Zap so that, for example, starring an email in your Gmail inbox will create a task in MeisterTask. But if you’d like to have different functions in your inbox achieve different things in MeisterTask, Email by Zapier or a Gmail to MeisterTask Zap might be the way to go. We have a great built-in feature in MeisterTask to get emails from your inbox to your project board. Here’s my attempt to find at least one way you can automatically create tasks for yourself in MeisterTask. And luckily Zapier works with almost any app you can think of. If using it for another purpose, delegate this task to someone else right now while you set up the Zap!Ĭan you enjoy getting to work? With an increase in productivity and a decrease in hassle, I think so! Just like that, someone submits a form and Raphaela receives a task assigned to her with all the information she needs. In addition, if you’re setting up this Zap specifically for yourself, make sure to add yourself as the assignee. Then choose which information points from the app (in this case the form) should appear in the task name and task description.

Ĭhoose which project and which section the new task should appear in. And we’re defining what action in Typeform (here, a new entry) should create a task in MeisterTask. In this case, we’re connecting Typeform to MeisterTask. Raphaela BrandnerĮfficiency, convenience and centralization all in one fell swoop! So, how did she do it? Once you’ve got yourself a Zapier account, it’s just three steps. The task includes all the information from the form, so I can see at a glance if the person is a good fit for our program and can get back to them right away. My Zap creates a new task in my MeisterTask project whenever a new application is submitted. And since we here at Meister like to keep everything in MeisterTask (who would have thought?), Raphaela doesn’t want to sign in to Typeform or receive a new email each time someone submits a form. People who would like to partner with Meister fill out an online form made using Typeform. She’s set up a Zapier automation, called a Zap, between Typeform and MeisterTask. To explain how Zapier works and prove just how easy it is to use, I’m going to take an example from our very own Partner Manager, Raphaela. Zapier connects thousands of apps, giving users oodles of permutations and combinations of how they can work together. But MeisterTask has partnered with Zapier to make sure this isn’t the case. Automation sounds complicated - like it would take time and expertise to set it up and make it work properly.

Connect facebook leads to meistertask