Teamwork CRM + MeisterTask Integration

Integrate MeisterTask to Teamwork CRM in one click, or tell Integrately AI how you want each task handled. Track projects, convert leads, update deals, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
Arrow Right
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask

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Ready Workflows Ready Workflows for MeisterTask + Teamwork CRM Integration

Track tasks, create deals, update contacts, log activities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + MeisterTask Integration

Create MeisterTask task for new Teamwork CRM contact

Teamwork CRM and MeisterTask are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Teamwork CRM, do you also create a task in MeisterTask? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Teamwork CRM + MeisterTask Integration

Create MeisterTask task for new Teamwork CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in MeisterTask to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Teamwork CRM? Well now there is!

With our integration between Teamwork CRM and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a deal is created in Teamwork CRM, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your MeisterTask + Teamwork CRM flow

Send task updates to team channels, log records in spreadsheets, and schedule follow-ups across your entire stack. Pick a combination and activate it in one click.

Teamwork CRM
MeisterTask
+
HubspotHubspot (6)
+
SlackSlack (6)
+
AsanaAsana (6)
+
Google SheetsGoogle Sheets (6)
+
GmailGmail (6)
+
CalendlyCalendly (6)
M
H
T
Create a HubSpot contact for every task created in MeisterTask, and create a deal in Teamwork CRM.
Every MeisterTask task instantly generates a HubSpot contact and a Teamwork CRM deal without manual entry.
H
M
T
Create a MeisterTask task when a HubSpot contact is created, and log a note in Teamwork CRM.
New HubSpot contacts automatically open execution tasks in MeisterTask and record notes in Teamwork CRM.
H
M
T
When a HubSpot deal is created, update the task in MeisterTask and create a company in Teamwork CRM.
New deals in HubSpot update MeisterTask tasks and establish company profiles in Teamwork CRM instantly.
M
H
T
Create a HubSpot deal for every comment added in MeisterTask, and create a contact in Teamwork CRM.
Important project comments in MeisterTask automatically initiate deals in HubSpot and contacts in Teamwork CRM.
H
M
T
Use Claude to summarise HubSpot contact details, create a task in MeisterTask, and log a deal in Teamwork CRM.
AI analyses HubSpot contacts to generate structured MeisterTask tasks and Teamwork CRM deals.
H
M
T
When a deal is updated in HubSpot, update the MeisterTask task and create an activity in Teamwork CRM.
HubSpot deal updates trigger corresponding MeisterTask task modifications and Teamwork CRM activities.

Supported triggers and actions for Teamwork CRM and MeisterTask

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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MeisterTask
MeisterTask Triggers & Actions
Task is created in MeisterTask
Triggers the automation when a new task is created
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Attachment is created in MeisterTask
Triggers the automation when a new attachment is created
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Project is created in MeisterTask
Triggers the automation when a new project is created
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Comment is added in MeisterTask
Triggers the automation when a comment is added
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Checklist item is created in MeisterTask
Triggers the automation when a new checklist item is created
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Tag is applied to task in MeisterTask
Triggers the automation when a tag is added
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Tag is created in MeisterTask
Triggers the automation when a tag is added
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Section is created in MeisterTask
Triggers the automation when a section is created
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Person is created in MeisterTask
Triggers the automation when a new person is created
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Create task in MeisterTask
Creates a new task
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Update Task in MeisterTask
Updates the task with new information or changes
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Search task in MeisterTask
Searches for a task
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Search attachment in MeisterTask
Searches for an attachment
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Search Tag in MeisterTask
Searches for a tag
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Applied tag to task in MeisterTask
Categorize task by applying particular tag
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Create tag in MeisterTask
Generates a new tag
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Search person in MeisterTask
Retrieves information about a person
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Search section in MeisterTask
Searches for a section
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Search project in MeisterTask
Searches for a project
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What can you automate with MeisterTask + Teamwork CRM?

Streamline your sales and project management by automating task creation, deal tracking, and contact syncs between MeisterTask and Teamwork CRM.

What you can automate?
⚙️
Automate task creation from new deals
Instantly open a task in MeisterTask whenever a new deal is created in Teamwork CRM to initiate project execution without delay.
📋
Capture every submitted field and detail
Map all available task descriptions, checklist items, and contact properties across both platforms to maintain comprehensive records.
🔔
Notify your team as soon as work begins
Send instant notifications or messages whenever a new project milestone is reached or a task status changes.
🔀
Route records based on submitted criteria
Trigger different actions depending on specific field values, deal stages, or task priorities submitted in your source apps.
🔄
Keep your CRM and project boards updated
Automatically update tasks, notes, and deal stages in real time as work progresses through your pipelines.
🔍
Search and update existing records safely
Check for existing contacts, deals, or tasks before creating new entries to prevent duplicate records in your system.
📊
Handle later status changes and completions
Trigger follow-up actions and update statuses when deals are won, lost, or tasks are marked complete.
🔌
Extend your workflow to additional apps
Connect your core MeisterTask and Teamwork CRM flow with Slack, Google Sheets, or Gmail for multi-step automations.
And much more...

Who is MeisterTask + Teamwork CRM integration for?

Connecting MeisterTask and Teamwork CRM helps sales reps, project managers, and team leaders automate task tracking, convert leads, and keep their pipelines current without manual data entry.

Sales Managers
Sales Managers
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Sales Development Reps
Sales Development Reps
Operations Leads
Operations Leads
Support Supervisors
Support Supervisors
📈
Sales Managers
You're tracking pipeline stages in Teamwork CRM while your team manages execution in MeisterTask, but updates lag behind because reps forget to log progress manually — this integration means every new task status flows straight into your CRM so your pipeline reports stay accurate.
Account Executives
You're handling client deliverables in MeisterTask after closing deals, but handoffs stall because project teams find out about new wins hours later — automating both apps means the moment a deal is created in Teamwork CRM, the corresponding task opens in MeisterTask.
📋
Project Coordinators
You're reporting project milestones to stakeholders, but your task boards and CRM records drift out of sync due to manual entry errors — connecting these apps means every project update reflects immediately across both platforms.
🚀
Sales Development Reps
You're converting leads into deals in Teamwork CRM, but tracking follow-up work requires switching to MeisterTask by hand — this integration means every contact created in Teamwork CRM automatically spawns a follow-up task.
💼
Operations Leads
You're overseeing cross-functional handoffs from sales to delivery, but communication gaps leave tasks unassigned and deals sitting idle — automating both apps means every task created in MeisterTask links directly to the correct Teamwork CRM deal.
🔍
Support Supervisors
You're logging client activities and notes, but historical records contain gaps when team members miss logging updates in one tool — with this integration, every activity and note syncs reliably between platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Teamwork CRM + MeisterTask

Build and manage your Teamwork CRM + MeisterTask automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + MeisterTask with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect MeisterTask to Teamwork CRM?
Frequently Asked Questions
You can connect MeisterTask to Teamwork CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact team needs with apps like Slack, Google Sheets, and Asana.
Can I automatically create Teamwork CRM deals from MeisterTask tasks?
Frequently Asked Questions
Can I connect MeisterTask, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MeisterTask and Teamwork CRM?
Frequently Asked Questions
How do MeisterTask tasks trigger updates in Teamwork CRM?
Frequently Asked Questions
How are Teamwork CRM deals and contacts synced with MeisterTask?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the MeisterTask and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect MeisterTask or Teamwork CRM With 1500+ Other Apps

MeisterTask
Popular MeisterTask Integrations
Connect MeisterTask to project management, team chat, and note-taking tools to streamline your daily execution.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with accounting, email marketing, and reporting platforms to keep your sales pipeline fully optimized.