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Autotask + ActiveCampaign Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and ActiveCampaign

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
ActiveCampaign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Drip Drip
  • Automational Automational

Best Autotask and ActiveCampaign Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Pipedrive

    ActiveCampaign + Pipedrive

    Add new or updated ActiveCampaign contacts to Pipedrive as people Read More...
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Pipedrive Create Person
    With this ActiveCampaign - Pipedrive integration from Appy Pie Connect, you can keep both your marketing and CRM synced up without any human intervention. Once this integration is active, whenever you get new contacts on ActiveCampaign or update someone's details, Appy Pie Connect will automatically add them to Pipedrive as new people. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this ActiveCampaign - Pipedrive integration works
    • A new contact is added or updated on ActiveCampaign
    • Appy Pie Connect automatically creates a person on Pipedrive
    What You Need
    • An ActiveCampaign account
    • A Pipedrive account
  • Autotask Asana

    ActiveCampaign + Asana

    Create Asana tasks for new ActiveCampaign deals Read More...
    When this happens...
    Autotask New Deal Task
     
    Then do this...
    Asana Create Task
    Asana is a place where teams can create and prioritize to-do lists, chat about shared projects, and see the overall progress on what matters to them. Connecting ActiveCampaign with asana allows you to easily track all your deals and follow up without ever having to manually enter or copy data. With this connection, you can create tasks in Asana when new deal tasks are created in ActiveCampaign. Use this integration to make sure that the deal team is always up to date on the latest opportunities.
    How This Integration Works
    • A new deal is created in ActiveCampaign
    • Appy Pie Connect will automatically create a task in Asana
    What You Need
    • ActiveCampaign
    • Asana
  • Autotask Asana

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    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + ActiveCampaign in easier way

It's easy to connect Autotask + ActiveCampaign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

How Autotask & ActiveCampaign Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select ActiveCampaign as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate ActiveCampaign with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and ActiveCampaign

With the advancements in technology, business owners have found ways to easily manage their day-to-day functions while still operating their business efficiently. One of the key components to running an efficient, successful business is to automate as many tasks as possible. Done correctly, it will allow you to accomplish more tasks in less time.A business owner has dozens of different web applications and programs that he or she is required to use on a daily basis. The problem with this scenario is that the business owner will need to waste time logging into multiple accounts and trying to remember which email address and password combination is used for each one. This time spent logging into different accounts can be reduced by using a single online web application that allows you to access everything from one place.In this article, I will discuss the benefits of using Autotask and ActiveCampaign together in order to accomplish more tasks in less time.This article will discuss how Autotask and ActiveCampaign work together to reduce the time spent logging into multiple accounts, how they can be used to send automated emails to clients, and the benefits of each program separately.

    Integration of Autotask and ActiveCampaign

When it comes to managing your business, there are multiple services that you must use every day that can be integrated and used all from one dashboard. One example of a dashboard is Autotask. Autotask was created in 2002 and is an online software system that allows businesses to realize a variety of benefits such as task management, client communication, time tracking, billing, project management, and more. Some of the other services that can be integrated into Autotask include Freshbooks, Zendesk, CRM, Google Analytics, Salesforce, MailChimp, Slack, G Suite, Google Calendar, Stripe, and HubSpot.Autotask offers a 30-day trial for new subscribers to test out their platform. The costs vary depending on the plan that you choose for your business. For example, the Starter plan is $10 per user per month and includes 10 GB disk space (up to 3 users), 1 TB bandwidth, integration with 50 applications (including MailChimp), project management tools, team collaboration tools, reporting metrics, a calendar tool, and more. The Professional plan is $15 per user per month and includes 25 GB disk space (up to 5 users), 2 TB bandwidth, integration with 75 applications (including Salesforce), project management tools, team collaboration tools, reporting metrics, a calendar tool, and more. The Enterprise plan is $30 per user per month and includes 50 GB disk space (up to 10 users), 3 TB bandwidth, integration with 100 applications (including Google Drive), project management tools, team collaboration tools, reporting metrics, a calendar tool, and more.The next service that will be discussed is ActiveCampaign. ActiveCampaign was created in 2012 and is an online marketing automation platform that helps small businesses get better results from email marketing campaigns by helping them track results and determine which emails are being opened most often in order to improve future campaigns. Like Autotask, ActiveCampaign also offers a 30-day trial for new subscribers to try out their platform before signing up for a subscription plan.ActiveCampaign offers three different price plans in order to best fit your budget. The Monthly plan gives you 500 contacts for $99 per month. The Yearly plan gives you 1000 contacts for $149 per year ($12.50 per month. The Enterprise plan has no limits on contacts and can be purchased for $499 per year or $49 per month. All plans offer unlimited number of auto-responders for your leads/customers and sales/marketing automation tools.The Benefits of IntegrationSo what are some of the major benefits of integrating Autotask and ActiveCampaign? As mentioned previously, Autotask allows you to integrate with over 100 different applications including MailChimp. With MailChimp, you can send automated emails based on certain criteria such as when someone signs up for your list or when someone clicks on a certain link within your email campaign. You can also use it as an autoresponder by setting up rules that will trigger an email response based on actions performed by a customer such as visiting a specific link or viewing a certain page on your website.Autotask also allows you to create actions to trigger other actions within your business such as receiving instant notifications when a payment is received or creating event-based follow up sequences so that the business owner is kept in the loop for their business dealings. By integrating both Autotask and ActiveCampaign together, you can quickly manage your tasks from one place without having to log into multiple accounts or remember which username and password combination is used for which program.

    Benefits of Integration of Autotask and ActiveCampaign

While they may seem similar at first glance, there are many reasons why these two platforms are beneficial to any business owner out there. Below I will discuss some of the key benefits of using both Autotask and ActiveCampaign together.Using Both Platforms Together Is Not Only Beneficial But NecessaryBoth of these platforms provide important features needed for any business owner but when used together offer even more advantages over just using one platform alone. For example, ActiveCampaign offers many email marketing features that can help businesses reach new customers such as triggered emails based on specific actions taken by the customer such as clicking on a link or visiting a specific page on the website while Autotask offers task management features such as actionable notifications and automated follow up sequences based on events occurring throughout the company such as payments being received by clients or specific dates being met by staff members. Using both platforms together allows businesses to manage their daily tasks while still staying up to date on any email campaigns that they are running through ActiveCampaign. Another benefit of using both platforms together instead of just one platform alone is that if you decide to switch platforms at any point you will not lose any data that was entered previously onto either platform. Since both platforms are cloud-based systems all of your data is stored offsite and not on one computer at one location which protects your data from being lost due to unforeseen events such as hardware failure or even employee theft.Deeper Integration Can Be Implemented Between Both PlatformsWhile both platforms can be integrated together they do offer different features than each other. For example, Autotask has features such as ticket management where you can assign tickets to employees or clients and receive updates about those tickets throughout the day as well as set up task reminders through email in order to keep track of important tasks that need to be completed throughout the week or month such as following up with a client after an email campaign was sent out or updating an employee when they are late turning in an expense report deadline by 4 days instead of 3 days like originally planned . Autotask also provides integration with other third-party platforms including FreshBooks (an accounting software), Zendesk (a customer service software), Google Analytics (a web analytics software), Salesforce (a CRM software), MailChimp (an email marketing software), Slack (a messaging app), G Suite (an office suite), Google Calendar (a calendar software), Stripe (an online payment processing software), HubSpot (a marketing software. and many more . ActiveCampaign does not offer any type of ticket management features but provides many great features such as lead scoring in order to determine which leads are most valuable based on how often they open their emails or click on links within the email campaign . Both platforms also allow you to grow your business faster through utilizing automated follow up sequences based on actions performed by a customer such as signing up for your newsletter or visiting a link within an email campaign . In addition to sending automated emails based on actions taken by customers you can also send automated emails based on actions performed by employees within your company by using integrations between ActiveCampaign and other third-party platforms including FreshBooks (an accounting software), Zendesk (a customer service software), Google Analytics (a web analytics software), Salesforce (a CRM software), MailChimp (an email marketing software), Slack (a messaging app), G Suite (an office suite), Google Calendar (a calendar software), Stripe (an online payment processing software. , HubSpot (a marketing software. , etc . Lastly, both platforms offer integrations with various third party platforms for payment processing allowing you to accept credit card payments through Autotask by using Stripe or PayPal if desired or through ActiveCampaign by using Stripe . Both platforms allow you to accept payments online via credit cards but only offer integrations with Stripe . In my opinion this lack of integration with PayPal is disappointing because PayPal is one of the most widely used online payment processing services available today . By integrating PayPal into both platforms you would be able to accept credit card payments through both platforms instead of

The process to integrate Autotask and ActiveCampaign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.