noCRM.io is an easy to use lead management solution used by sales teams and salespeople of small to medium-sized businesses.
Connect your noCRM and MeisterTask accounts to enable you to work more efficiently. The integration is facilitated through Zapier, a tool which allows you to connect your favorite and most used apps together, and, through that connection, automate processes and create super speedy little workflows — appropriately called Zaps.
Set up Your Trigger App
Log in to your Zapier account and click the Make a Zap! button.
- In the search field type noCRM and select the app no CRM.io from the list.
- As trigger select: New Lead Step Changed To ...
- Click Save and Continue.
- Click on Connect An Account to connect Zapier to your no CRM account.
Set up Your Action App
- Select the action app MeisterTask.
- As action choose Create Task and click Continue.
- If you have not already done so, click on Connect Account to connect Zapier to your MeisterTask account.
- Edit the template to configure where the tasks will be created.
- Test and name your Zap!
You can also visit Zapier and create your own Zaps, using whatever triggers, actions and filters you want: Create Zaps