Salesforce and MeisterTask Integration
Keep Salesforce and MeisterTask in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a task is found in Salesforce, create a task in MeisterTask and keep both in sync.
When a contact is found in Salesforce, create a task in MeisterTask and keep both in sync.
When an opportunity is found in Salesforce, create a task in MeisterTask and keep both in sync.
When a task is found in MeisterTask, create a task in Salesforce and keep both in sync.
When a task is found in MeisterTask, create a contact in Salesforce and keep both in sync.
When a task is found in MeisterTask, create an opportunity in Salesforce and keep both in sync.
Powerful features out of the box
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
Salesforce and MeisterTask integration details
The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrationsAbout MeisterTask
MeisterTask is a customizable project management solution that leverages the Kanban system of task management with boards, lists, cards, and swimlanes. It provides flexibility for users to tailor workflows according to individual preferences and team dynamics.
Learn more about Unito's MeisterTask integrations