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Autotask + HubSpot Integrations

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

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 HubSpot

HubSpot transforms the way businesses around the world engage with their customers by delivering a cloud-based platform that enables marketers and salespeople to create genuine connections and relationships with their audience.

HubSpot Integrations
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Best Autotask and HubSpot 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 Slack

    HubSpot + Slack

    Sends messages on Slack for new HubSpot contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    Slack Send Channel Message
    With our easy to use automation platform, you can connect your Slack and HubSpot in just a few minutes. After setting this integration up, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send out a message on your chosen Slack channel, letting everyone know of the update without taking up your productive work hours.
    How It Works
    • A new contact is added in HubSpot
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • A HubSpot account
    • A Slack account
  • Autotask Microsoft Teams

    HubSpot + Microsoft Teams

    Send Microsoft Teams Channel messages for new HubSpot contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep everyone on your team on the same page by sending out notifications whenever new contacts are created in your CRM apps. Activate this integration, and we'll handle the rest. From then on, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send a message in a Microsoft Teams Channel for it, keeping the team informed on the company’s progress.
    How this Microsoft Teams - HubSpot integration works
    • A new contact is added on HubSpot
    • Appy Pie Connect automatically sends a message in a Microsoft Teams Channel
    What You Need
    • A Microsoft Teams account
    • A HubSpot account
  • Autotask Microsoft Teams

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

It's easy to connect Autotask + HubSpot 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 COS Blog Article

    Triggers when a new article is added to your COS blog.

  • New Calendar Task

    Triggers when a calendar task is created. NOTE: This applies to HubSpot (Marketing), and not HubSpot CRM's tasks.

  • New Contact

    Triggers when a new contact is created.

  • New Contact Property Change

    Triggers when a specified property is provided or updated on a contact.

  • New Contact in List

    Triggers when a contact is added to the specified list.

  • New Form Submission

    Triggers when a form is submitted.

    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 Contact to List

    Adds a contact to a specific static list.

  • Add Contact to Workflow

    Adds a contact to a specific workflow.

  • Create COS Blog Post

    Creates a blog post in your HubSpot COS blog.

  • Create Company

    Creates a new company.

  • Create Enterprise Event

    Creates a new custom enterprise event. This is for HubSpot Enterprise customers only.

  • Create Form Submission

    Creates a new submission for a selected form.

  • Create Social Media Message

    Creates and immediately publishes a message on a specified social media channel.

  • Create Ticket

    Creates a Ticket in HubSpot.

  • Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

  • Update Company

    Updates a company.

How Autotask & HubSpot 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 HubSpot as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate HubSpot 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 HubSpot

A. Autotask is a business management software that can be used to manage marketing, sales, and service. It offers features such as scheduling appointments, creating quotes, tracking expenses and invoices, managing the sales team and analyzing the data. It also allows you to communicate through email and phone with your customers.Autotask is a cloud-based system that can be accessed by any device from anywhere.

B. HubSpot is an all-in-one marketing solution that offers features such as website creation, social media monitoring, lead nurturing, and customer tracking to help businesses grow. HubSpot also provides inbound marketing services, e-mail marketing, analytics, and CRM.HubSpot can be accessed by any device from anywhere.

A. Integration of Autotask and HubSpot allows users to integrate their HubSpot account with Autotask. This means that when customers are added to Autotask's contact list, they are automatically added to HubSpot's account as well. When customers make updates in one account, they are updated in the other as well.The integration of these two accounts makes it easier for businesses to market their products online. They can create content on HubSpot and post it on their social media sites using the Autotask's social media tools.

  • The benefits of the integration of Autotask and HubSpot include increased productivity of the employees and improved communication between the customers and the business.
  • Autotask and HubSpot offer many benefits. Those who decide to use this system can benefit from better communication and more efficient work.
  • Autotask and HubSpot offer so many benefits that companies cannot afford not to use them.

The process to integrate Autotask and HubSpot 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.