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Autotask + pipelinedeals Integrations

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

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 pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best Autotask and pipelinedeals 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

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

It's easy to connect Autotask + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Autotask & pipelinedeals 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 pipelinedeals as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals 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 pipelinedeals

Autotask and pipelinedeals are software companies that have introduced a new way to process deals. Autotask and pipelinedeals provide an online solution for dealerships, which allows them to manage their business better.

Autotask and pipelinedeals offer many features that can improve the dealership's productivity.

    Integration of Autotask and pipelinedeals

Integration of Autotask and pipelinedeals allows dealers to manage their business more efficiently. It also helps them to keep track of their inventory, orders and finances. Dealers can also stay connected with their customers through email or SMS.Autotask is a leading software provider to the automotive industry. With over 2000 dealerships worldwide using its software, Autotask has changed the way dealerships sell cars. The integration of Autotask and pipelinedeals provides a high level of integration that gives dealers greater control over their business.Autotask is the only dealer management system in North America that includes comprehensive functionality for managing sales, service, parts, body shop, and other departments. The integration of Autotask and pipelinedeals allows dealers to manage their business like never before.Pipelinedeals is the leading provider of online retailing software for the automotive industry. Thousands of dealerships use its software to price, market and sell vehicles directly to consumers. Now, with the integration of Autotask and pipelinedeals, dealers are able to access their inventory, dealer website, POS systems and accounting information through a single user interface. This eliminates much of the manual work normally associated with running a dealership. This leads to greater efficiency and profitability.

    Benefits of Integration of Autotask and pipelinedeals

There are many benefits of the integration between Autotask and pipelinedeals. Some of them are listed below:

  • Increased Accuracy – When the integrated software is used, it helps to reduce errors in selling as well as entering data about inventory and finances. This helps to increase accuracy in every aspect of the business.
  • Improved Communications – The integrated software helps to improve communications between departments such as sales, service and parts. The communication improves due to sharing information across departments as well as between employees. With integration there is no need to send emails or make phone calls to get information from each department. There is also no need to wait until the next day or week for information received from other departments.
  • Easy Access to Information – With the integration between Autotask and pipelinedeals, dealers can access all their information from one place (from sales to finance. They don't have to go to different departments to get their information. Having all information at one place makes it easy for dealers to stay on top of their business at all times.
  • Improved Efficiency – Integration between Autotask and pipelinedeals improves efficiency in many ways for dealerships. For example, integration reduces the time used by salespeople to enter customer information for an order or deal; it reduces the time needed by sales managers to approve deals; it reduces the time needed by finance people to enter details about financing offers; it reduces the time needed by service advisors to enter repair order information; it reduces the time needed by parts managers to enter inventory information; it reduces the time needed by body shop managers to enter repair orders; it reduces the time needed by technicians to enter repair orders; and so on.
  • Reduced Costs – Integration between Autotask and pipelinedeals allows dealers to avoid double entry of data such as inventory costs and prices in addition to reducing many types of manual overhead tasks normally associated with running a dealership. This results in reduced costs for dealerships using this integrated software solution.
  • Improved Customer Service – The integrated software allows dealers to provide better customer service when compared with other solutions on the market today. The integrated software helps streamline routine administrative tasks such as processing deals, entering information about customer orders, entering vehicle information, handling repairs, etc., thus freeing up valuable time for higher value tasks such as face-to-face customer contact.
  • Faster Sales Cycle Times – With the integrated software solution, dealers can close more deals faster than ever before thanks to reduced paperwork, improved communications between departments, and faster access to information at all levels of the dealership organization.

The process to integrate Autotask and pipelinedeals 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.