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.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.Freshsales 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...
Freshsales + SlackSend message in Slack when a new lead is created in Freshsales Read More...
Freshsales + GmailWelcome new Freshsales customers with personalized emails from Gmail Read More...
It's easy to connect Autotask + Freshsales 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 whenever a new opportunity 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 new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Creates a new lead.
Updates an existing lead.
i. Customer Relationship Management (CRM)Both Autotask and Freshsales offer CRM features. Autotask offers the following features in its CRM module. lead management, opportunity management, contact management, case management, and support cases. These modules allow users to track leads, sell to clients, keep track of customer information, and manage incoming issues.
Following are some Freshsales’ CRM features. Salesforce integration, contact management, and lead generation. Salesforce integration allows users to sync contacts from Salesforce to Freshsales. This feature allows users to close the loop between Salesforce and Freshsales. Users can use their Freshsales data as leads in Salesforce. This feature helps users to keep track of all leads in one place—Freshsales. Contact management allows users to create contact records and add information such as phone numbers, emails, and notes. Lead generation automatically sends email notifications, calls the leads, and updates the data on Freshsales when the leads respond to the email or call.
Both Autotask and Freshsales have a workflow feature that allows users to automate processes. In Autotask, users can create workflows using rules and triggers. The rules allow users to build workflows based on specific criteria. For example, if a case is older than five days, then close the case automatically. Triggers allow users to set up events such as new user registration or update of a case status. Based on triggers, Autotask will begin workflows automatically. The workflow feature allows users to task other users with specific tasks, send reminders for pending tasks, schedule tasks, and create reports regarding workflows. In Freshsales, users can also create workflows using cases. They can create workflows based on conditions and actions. When a workflow is triggered, it will take certain actions based on conditions such as assigning a task to a user or sending an email to a contact or contact group.
The process to integrate Autotask and Freshsales 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.