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Autotask + Pendo Integrations

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

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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best Autotask and Pendo 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 SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    Autotask New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Autotask SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    Autotask New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Autotask SendGrid

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

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

It's easy to connect Autotask + Pendo 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 Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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.

How Autotask & Pendo 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 Pendo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pendo 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 Pendo

Autotask is the world’s leading provider of cloud-based software for the IT channel. This software services company allows its users to manage and automate their business processes more efficiently. With the help of the Autotask’s CRM software, companies can stay in touch with their clients and prospects, by sending email reminders for appointments, sending invoices and detecting prospective opportunities. Pendo helps its customers get insights into their customers’ experience of the product or service by measuring customer behavior and engagement. A combination of Autotask and Pendo has many benefits.

    Integration of Autotask and Pendo

As per Gartner, “the integration of multiple systems is critical as organizations move toward digital maturity.” The integration of Autotask and Pendo will help businesses in their digital transformation journey. Both Pendo and Autotask are known for their excellent products. By integrating them, businesses will be able to gain access to a wide range of solutions for various business problems. These solutions will help them become more productive and efficient.

B. Benefits of Integration of Autotask and Pendo:By integrating Autotask and Pendo, businesses will be able to address the challenges that they face on a daily basis. They can reduce costs, expand reach, and enhance customer experience. Here are some of the benefits that you can get by integrating Autotask and Pendo:

1. Reduce cost:By integrating Autotask and Pendo, businesses will be able to reduce their operational costs because they won’t have to rely on external services as much as they do now. Therefore, they can improve their profit margins.

2. Expand reach:Businesses can expand their reach by integrating Autotask and Pendo because they will be able to provide more value to their customers.

3. Enhance customer experience:Integrating Autotask and Pendo will help businesses enhance customer experience because they will be able to offer products and services which are tailored to meet their needs. Additionally, it will help them improve relationships with existing customers and also attract new customers.

The process to integrate Autotask and Pendo 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.