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.
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.Agile CRM Integrations
Autotask + MailChimpCreate or update Mailchimp subscribers from Autotask contacts Read More...
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.
Autotask + Google SheetsAdd new Autotask accounts to a Google Sheets spreadsheet Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
It's easy to connect Autotask + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Creates an account.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Updates a ticket.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Autotask is an IT management software that provides tools for automating and managing IT service management. The company was founded in 1997 in Montreal, Canada. In 2006, Autotask received the “Deloitte’s Fast 50 Technology Award" and the “Red Herring 100 North America Award". In 2009, Autotask acquired Agile CRM, the cloud-based customer relationship manager (CRM. platform which enables the companies to expand their sales opportunities by providing a single platform for managing accounts, leads, orders and other customer related information.In 2013, Autotask launched its sales automation tools which integrate with both Autotask and Agile CRM. It includes lead scoring, email marketing automation, team collaboration tools and social selling.
In 2014, Autotask announced the integration of Agile CRM and Autotask PSA (Professional Services Automation. solutions that helps companies to manage and automate sales processes from lead generation to sale closure. Through this integration, Agile CRM can access data from Autotask PSA which includes opportunities, projects, contracts, quotes, invoices, etc.Moreover, with the integration of these two platforms, Agile CRM users can easily share account information with Autotask PSA users.
A user can share a lead from Agile CRM to Autotask PSA by clicking on the share icon (a paper plane. located near the lead name in Agile CRM. Similarly, a user can share a lead from Autotask PSA to Agile CRM by clicking on the share icon (a paper plane. located next to the lead name in Autotask PSA. Although this sharing feature is available from both sides, it is recommended to share leads from Agile CRM to Autotask PSA as it does not affect the deal status in Agile CRM. In case of sharing from side of Autotask PSA, lead status under discussion is changed to ‘shared’ in Agile CRM as well as in Autotask PSA. Besides, note that if you are already working on a lead in Agile CRM then sharing the same lead from Autotask PSA will close your deal status under discussion and move it to closed won.When you share a lead from either side of Agile CRM or Autotask PSA, email notifications containing lead details are sent to everyone who has access to that lead. So ensure that you have shared leads only with people you trust.
After clicking submit button on this pop up window your partner will receive an email message containing opportunity details in his mail box.If you want to send an opportunity from Agile CRM to Autotask PSA then open the deal page of that opportunity in Agile CRM and click on ‘Share Opportunity’. Then enter your partner’s email address and choose ‘Send Opportunity’ option from the drop down list. After clicking submit button you will be taken to the opportunity page in Autotask PSA where you need to click on ‘Approve’ button from deal detail page because the status of this opportunity has been changed from ‘under consideration’ to ‘under review’ by sharing it from Agile CRM.Similarly if you want to send an opportunity from Autotask PSA to Agile CRM then open the deal page of that opportunity in Autotask PSA and click on ‘Share Opportunity’. Then enter your partner’s email address and choose ‘Send Opportunity’ option from the drop down list. After clicking submit button you will be taken to the opportunity page in Agile CRM where you need to click on ‘Approve’ button from deal detail page because the status of this opportunity has been changed from ‘under consideration’ to ‘under review’ by sharing it from Autotask PSA.
You can enter your own value for any field or leave it blank if you don’t want to change it. When all fields are filled out click on submit button on this pop up window and you have successfully converted your lead into an opportunity in another system.Another way for converting leads into opportunities is through importing data from one system into another system through technology integration features between these two platforms which enables sales representatives to work more efficiently as they can convert leads into opportunities right away after following up them instead of going back and forth between these two systems for following up leads and opportunities separately. To import data from one system into another system go to a deal page in one system and click on ‘Import Lead(s)/Opportunity(ies)’ link beside contact name or company name respectively in case of importing data from Agile CRM into Autotask PSA or importing data from Autotask PSA into Agile CRM respectively as shown below:After clicking on this link a pop up window will appear where you need to select a file type i.e data file (.csv. or database file (.dat. You can upload your data file (.csv or .dat. or open a database (.dat. file directly by clicking on browse button beside file type window respectively then follow next steps mentioned below:
1] If you select a data file (.csv or .dat. then this pop up window will look like this:
2] If you select a database file (.dat. then this pop up window will look like this:
3] In both cases above after selecting file type double click on either .csv or .dat file or click on browse button beside file type field respectively then follow next steps mentioned below:
4] In case of selecting a data file (.csv or .dat. then a new pop up window will appear where you need to enter the path location of your data file (.csv or .dat. like this:
5] In case of selecting a database file (.dat. then a new pop up window will appear where you need to enter database connection parameter values like this:
6] After entering path location of your data file (.csv or .dat. and database connection parameter values click on submit button for importing data from one system into another system through technology integration features between these two
The process to integrate Autotask and Agile CRM 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.