?>

Autotask + HubSpot CRM Integrations

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

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

HubSpot CRM Integrations
HubSpot CRM Alternatives

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

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Capsule CRM Capsule CRM
  • Agile CRM Agile CRM

Best Autotask and HubSpot 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 Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    Autotask New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • Autotask Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • Autotask Microsoft Teams

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

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

It's easy to connect Autotask + HubSpot 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.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    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 Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Autotask & HubSpot 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 HubSpot CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate HubSpot 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 HubSpot CRM

Autotask is a web-based IT management software. It is developed by Autotask Corporation, which was founded in 1999 and it is headquartered in Toronto, Canada. The company offers IT management software and IT services to more than 6,000 businesses across the world. It also provides support for desktop applications like Remote Desktop Services, Citrix, Office 365, VMware.

HubSpot CRM is a cloud-based marketing automation platform that helps companies in achieving their sales and marketing goals. It enables companies to create a website and convert the visitors into leads. Companies can track the various interactions with the customers through this software and they can measure the response rate of the marketing campaign.

    Integration of Autotask and HubSpot CRM

Integration of Autotask and HubSpot CRM is one of the best ways for businesses to stay connected with their leads and customers. The integration of these two applications brings a lot of benefits for both companies. Firstly, there will be no need to use two different platforms for managing your contacts and leads. This means that you will not have to switch from one window to another to manage your customer data. Also, you will be able to quickly access the data related to your customer. Secondly, you will be able to stay updated about the activities of your customer even when you are away from your office as you can view their information on your phone as well. Thirdly, you can save a lot of time as you will not have to manually update customer information from one application to another. For example, if you want to know when your client made changes in his/her profile then you can view all the changes via HubSpot CRM.

    Benefits of Integration of Autotask and HubSpot CRM

The process to integrate Autotask and HubSpot 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.