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Autotask + Konnect Insights Integrations

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

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 Konnect Insights

Konnect Insights is a social listening and analytics platform that gives you data from social platforms and web. Data is fetched based on keywords and social profiles. Konnect Insights is trusted by brands from various industries as it offers a complete social suite.

Konnect Insights Integrations

Best Autotask and Konnect Insights 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 Dynamics CRM

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

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

It's easy to connect Autotask + Konnect Insights 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 Opportunity

    Triggers whenever a new opportunity 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.

  • Get Profiles

    Trigger when new profile is created

  • Get Topics

    Triggers when new topic created

  • New cluster message

    Trigger when there is a new message for cluster.

  • New profile message

    Trigger when there is a new message for profile.

  • New topic message

    Trigger when there is a new message for topic.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Autotask & Konnect Insights 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 Konnect Insights as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Konnect Insights 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 Konnect Insights

Autotask

Autotask is a cloud-based business management spution that provides small and medium sized businesses with tops for sales, service, marketing, and IT. It helps companies manage their day-to-day operations in a simple manner. Thus, automating the entire business process.

Autotask is a web-based platform where you can create a company profile, add employees to it, and make a schedule for them. This helps you manage your appointments and workflow effectively. Also, when you add new employees to the system, it guides you through the setup process.

In Autotask, you can also add your clients or customers to your Business Profile. This way, when you add new clients to the system, it will automatically set up everything for you. You can send email templates to your clients/customers once they are added to the system. This simplifies the process of creating fplow-up plans and increasing customer retention rate.

Also, Autotask offers online training which you can use to train your employees on how to use Autotask. The training videos are created by experts in the relevant field. All the videos are provided in pdf format so that your team members can learn while they are not online.

You can also get help from Autotask Support if you face any problem while using the system. The support team is available 24/7 via chat, phone, or email. So you don’t need to worry about anything else while using Autotask.

Konnect Insights

Konnect Insights is an online software application that connects all your business data sources including CRM, ERP, accounting software, etc. It provides conspidated views of your business data across your organization. Thus helping you make better decisions based on real-time data.

Konnect Insights is packed with features like data integration, analytics & visualization, reports & dashboards, etc. It allows you to visualize your sales pipeline, forecast sales projections for future, track sales performance at micro level, etc.

Integration of Autotask and Konnect Insights

Integrating Autotask and Konnect Insights will streamline the entire sales & marketing process of the organization. It will allow you to forecast sales projections for future, track sales performance at micro level, etc. These features will help you manage your sales pipeline effectively. And thus increase your sales conversions.

Integration between these two systems will also enable you to create email templates to send to your clients/customers automatically after they are added in Autotask. This will help in increasing customer retention rate and reducing overall cost of sales. When you build relationships with your customers, they are likely to purchase more products from you in future too. Thus growing the customer lifetime value (CLV. of your company in long run.

Benefits of Integration of Autotask and Konnect Insights

Highlights of Integration between these two systems are listed below:

The integration will enable you to create email templates to send to customers automatically after they are added in Autotask. You can also track their activity on website or automate actions based on their behavior. For example, if a client has seen certain products on your site but has not bought them yet, then you can send an email with discount coupon code to him to increase the chances of conversion. This way, you can reduce overall cost of sales and increase overall sales conversions too. You can also forecast sales projections for future based on data aggregated from Autotask & Konnect Insights. Also, you can analyze sales performance at micro level by analyzing it across different channels like direct sales team, distributors/resellers, marketplaces like app store or Google Play store etc. You can also use automation feature of Konnect Insights to automate actions based on behavior of customers on your site (for example like viewing product details. And if they convert into paying customers then their profiles will be updated in CRM system automatically. This way CRM data gets updated automatically which helps in forecasting sales projections for future easily. For example, if someone who visited product page A converted into paying customer then it may indicate that there is huge demand for product A in his region (like city or country. Now if someone else visits product page B which was previously viewed by same user then it may indicate that user is interested in product B too (like he shows interest in buying products from same category. So now if someone tries to visit product page C then the system may indicate that he might be interested in visiting product page C too because person “A” has already shown interest in buying products from same category (and product page C belongs to same category. So now if someone tries to visit product page C then the system may indicate that he might be interested in visiting product page C too because person “A” has already shown interest in buying products from same category (and product page C belongs to same category. Thus this feature helps in reducing cost of marketing by showing relevant content to targeted audience which increases conversion rates at low cost of marketing efforts. You can also use analytics & visualization features of Konnect Insights to create reports & dashboards that will help you understand how your company is performing in different areas like revenue generating activities, customer acquisition costs (CAC), average revenue per user (ARPU), revenue churn rate etc. You can find out why some users are generating high ARPUs while other users are generating low ARPUs. If you find out that certain users are generating high ARPUs due to exclusive discounts offered by you then you can replicate the same strategy with other users too which will help you maximize revenue generation at low cost of marketing efforts.

The process to integrate Autotask and Konnect Insights may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.