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Autotask + Intercom Integrations

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

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 Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

Intercom Integrations
Intercom Alternatives

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

  • Zendesk Zendesk

Best Autotask and Intercom 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 Zendesk

    Intercom + Zendesk

    Create tickets on Zendesk for new Intercom conversations Read More...
    When this happens...
    Autotask New Conversation
     
    Then do this...
    Zendesk Create Ticket
    Intercom and Zendesk both are great tools to help you drive sales and offer support through every step of the funnel. Trusted by the world’s most innovative businesses, both tools are great at improving the entire sales and support vertical manifold. After setting this integration up, whenever a new conversation takes place on Intercom, Appy Pie Connect will automatically create new tickets for future follow ups in Zendesk, keeping both teams and client databases updated no matter where the action happens.
    How this Intercom - Zendesk integration Works
    • A new conversation takes place on Intercom
    • Appy Pie Connect automatically creates a ticket on Zendesk
    What You Need
    • An Intercom account
    • A Zendesk account
  • Autotask Salesforce

    Intercom + Salesforce

    Create leads in Salesforce from new Intercom users Read More...
    When this happens...
    Autotask New User
     
    Then do this...
    Salesforce Create Lead
    If you are looking for ways to make your CRM applications work hand in hand, then this integration is for you. After setting this integration up, whenever a new user is added to your Intercom account, Appy Pie Connect will automatically send that user to Salesforce as a new lead. This way, you can keep growing your business by generating new leads.
    How It Works
    • A new user is added to Intercom
    • Appy Pie Connect will automatically add that user to Salesforce as a new lead
    What You Need
    • An Intercom account
    • A Salesforce account
  • Autotask Salesforce

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

It's easy to connect Autotask + Intercom 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 Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

    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/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

How Autotask & Intercom 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 Intercom as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Intercom 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 Intercom

In the modern day business, it is very essential for any business company to have a strong customer management system to be able to connect with their customers and provide them with top-class services. There are many ways through which this can be done but the most crucial aspect of customer management is the way in which the company can maintain relationships with its customers. One of the best ways to manage customer relationship is through customer communication platforms. There are many types of customer communication platforms that are available in the market but one of the most widely used and most effective customer communication platforms is Autotask.

Autotask is a communication platform that is mainly used by different IT companies to manage their customer relationship. It was started in the year 1997 by Peter Harrison who was an information technology veteran. He was a very successful IT consultant before he started Autotask and he wanted to make his experience and skills available to other IT companies. The main motive behind starting Autotask was to provide companies with a better and more efficient way of managing their customer relationship in order to help them in serving their customers better. Autotask is an excellent opportunity for IT companies to communicate with their clients and provide them with their services as well as support.

Intercom is a similar type of customer management platform and it has all the capabilities of Autotask. In fact, Intercom and Autotask have a very strong relationship with each other because they use similar technologies; however, there is a lot of difference between the two as well. Intercom has been designed in such a way that it provides businesses with a much easier approach to handling customer relationships. Intercom allows companies to receive feedback from their customers and also helps businesses in connecting with their customers in a much better manner than Autotask can. It does not only allow companies to communicate with their customers but also helps them in listening to what their customers have to say.

The integration of Autotask and Intercom provides different benefits for businesses. The first and the most important benefit of this integration is that it helps businesses in connecting with their customers in a much better manner. When Autotask and Intercom are integrated, they provide businesses with an excellent opportunity of understanding their customers’ problems and requirements more clearly. The second benefit of this integration is that it helps companies in providing their customers with better services as they are better able to understand what their customers need from them and what services exactly they want from them. Another great benefit of this integration is that it helps businesses in saving money and making more profits. When Autotask and Intercom are integrated, businesses are provided with online IT management tools that are really helpful in saving money as well as making more profits for the company. These two systems can be used together or separately depending upon the needs of the business. The final benefit of this integration is that it makes work life easier for businesses as well as their clients. When these two systems are integrated, it becomes much easier for companies to understand what needs to be done to improve service quality and how they can improve their services in order to provide better services to their clients.

Autotask and Intercom are two different types of customer management platforms that many businesses use today; however, there are many similarities between the two as well. They both use similar technologies but they both have something unique about them too. Both systems have different uses and functions; therefore, they cannot be compared easily but if we compare them with one another based on certain factors then we can easily conclude that Intercom is better than Autotask in certain aspects while Autotask is better than Intercom in certain other aspects. Both these systems were created with the main aim of helping companies in managing their customer relationship and improving the way in which they communicate with their clients.

The process to integrate Autotask and Intercom 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.