To all of our patient marketers out there, the day has finally come! Your favorite marketing automation companion has been supercharged with a MeisterTask integration. Meaning that you can now connect SharpSpring with MeisterTask using Zapier!
Strike while the iron is hot is a rule that most modern-day marketers abide by diligently. It is crucial to act and act fast when it comes to sealing the deal and acquiring new customers.
In an ideal world, there’d exist a perfect cohesion between marketing and sales. But, reality is far from ideal as marketers need to constantly keep track of hundreds of leads. This involves expertly sorting those with potential from those that are simply not interested. Up until now, this was often a manual and laborious process.
SharpSpring is a highly-rated global provider of affordable, cloud-based marketing automation. Marketing agencies and businesses around the world rely on SharpSpring to generate leads, improve conversions to sales, and drive higher returns on marketing investments. Known for innovation, open architecture, and exceptional customer support, SharpSpring offers flexible monthly contracts at a fraction of the price of its competitors.
Task Management with SharpSpring and MeisterTask
Still, a large part of marketing activities involves keeping track of campaigns, performance, sales and most importantly leads, because leads mean business. And, following through just got a whole lot easier with the SharpSpring MeisterTask integration.
Connecting your SharpSpring and MeisterTask accounts will enable you to work more efficiently — smarter, not harder. 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.
You can transform your SharpSpring notifications and forms automatically into tasks using Zaps. That way you’ll always have an overview of what’s new, what needs your attention and, what needs to be done.
How to Create Zaps
Create a Zap to add your new SharpSpring leads to your ‘New Leads Project Board’ on MeisterTask. That way you have a snapshot of all the new leads generated. This allows for easy follow-up and makes sure you never drop the ball or let hot leads go cold.
How? Create a new project on MeisterTask where all your SharpSpring leads can get zapped to, then simply use this Zap template below:
(Please note: you will be asked to create a free Zapier account to use Zaps)
While you’re at it, create a Zap that will allow you to turn every new form filled out on SharpSpring into a MeisterTask task? You can use this Zap template below:
Alternatively, you can visit Zapier to play around and create your own Zaps from scratch. That way you can use whichever triggers, actions and filters you like: