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Autotask + Agile CRM Integrations

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

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 Agile CRM

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
Agile CRM Alternatives

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

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Best Autotask and Agile CRM 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 MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Autotask Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Autotask Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Autotask Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Autotask + Agile CRM 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Autotask & Agile CRM 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 Agile CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile CRM 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 Agile CRM

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.

    Integration of Autotask and Agile CRM

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.

    Benefits of Integration of Autotask and Agile CRM

Integration of these two platforms brings lots of benefits to the companies which include:

  • Lead Sharing. Technology integration enables the users to share leads between Agile CRM and Autotask PSA. This sharing enables sales representatives to collaborate on deals with each other. Besides, it also allows them to share their feedback about customers which will be helpful for following up customers.

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.

  • Opportunity Sharing. Once you have shared leads between Agile CRM and Autotask PSA then sharing opportunities becomes easy too. To share an opportunity from either side firstly make sure that you have shared leads between both the systems. Then go to the deal page corresponding to that opportunity in either system and click on ‘Share Opportunity’. A pop up window will appear where you need to enter your partner’s email address and choose what you want to share with him/her. You can choose between:

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.

  • Lead Conversion. You can convert leads from one system into opportunities in the other system by using technology integration features between these two platforms. This feature 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 do so go to a deal page in one system and click on ‘Convert Lead into an Opportunity’ link beside contact name or company name in case of leads conversion between Agile CRM and Autotask PSA respectively. A pop up window will appear where you need to enter the lead identifier number in order to convert this lead into an opportunity. This identifier number is available in leads list view under contact name or company name for leads converted between Agile CRM and Autostask PSA respectively. When you enter this number next you see is a pop up window where you need to enter new opportunity details before converting this lead into an opportunity. The new opportunity details include:
  • Lead Status.
  • Product/Service Category.
  • Duration Estimate.
  • Revenue Estimate.
  • Probability Estimate.
  • Account Manager.
  • Account Manager Phone#.
  • Account Manager Email Address.
  • Sales Stage.
  • Target End Date.
  • Start Date.

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.