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Autotask + Zoho Mail Integrations

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

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 Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

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

  • Gmail Gmail
  • Microsoft Outlook Microsoft Outlook

Best Autotask and Zoho Mail 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 Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Autotask New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Autotask Slack

    Zoho Mail + Slack

    Post new emails from Zoho Mail to Specified Slack Channels Read More...
    When this happens...
    Autotask New Email
     
    Then do this...
    Slack Send Channel Message
    Keeping up with Zoho Mail emails that you need to take an action on, is really cumbersome when you receive hundreds of emails in a day. This Connect will help you identify those important emails and send them to Slack for action. The only thing you need to do is apply the label you want Appy Pie Connect to watch for (e.g. emails from: customers@AppyPie.com). After setting this integration up, whenever a new email matching your search criteria arrives to Zoho Mail box, we’ll automatically post the email contents to your chosen Slack channel.
    Note: This integration will only trigger for Zoho Mail emails that are received within the last 48 hours.
    How this Zoho Mail – Slack integration works
    • Triggers when a new email is received in a folder on Zoho Mail
    • Appy Pie Connect posts the content of that email as a new message to your chosen Slack channel
    What You Need
    • A Zoho Mail account
    • A Slack account
  • Autotask Slack

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

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

It's easy to connect Autotask + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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.

  • Send Email

    Draft and send a new email message.

How Autotask & Zoho Mail 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 Zoho Mail as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Mail 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 Zoho Mail

  • Autotask is a business management software
  • Zoho Mail is an email software

    Integration of Autotask and Zoho Mail

    Benefits of Integration of Autotask and Zoho Mail

  • Autotask is a business management software
  • Zoho Mail is an email software

    Integration of Autotask and Zoho Mail

    Benefits of Integration of Autotask and Zoho Mail

    Introduction

  • Autotask is a business management softwareiii. Zoho mail is an email softwareiv. Integration of Autotask and Zoho mailv. Benefits of Integration of Autotask and Zoho mailvi. Conclusion

ii. Autotask is a business management softwareA. It is a cloud-based, multi-tenant system that offers a unified platform for automating and managing business operations. Its features include, but are not limited to, integrated CRM, Help Desk, Project Management, Inventory Management, Document Management, Service Management, Accounting, Billing, Point of Sale (POS), Asset Management, Field Service Management and Field Tech, Sales Force Automation (SFA. and Service Desk automation.iii. Zoho mail is an email softwareA. It is considered to be the most comprehensive email solution available today. It is a feature-rich product that has many unique features not found in other products. Some of its features include webmail, calendaring, task management, office suite, mobile access, address book, statistics and more.iv. Integration of Autotask and Zoho mailA. It is a fully integrated solution that provides businesses with improved operational efficiency and time savings. The integration allows customers to streamline their business processes by eliminating redundant tasks from their day-to-day operation.v. Benefits of Integration of Autotask and Zoho mailA. The integration reduces manual data entry, eliminates repetitive tasks and ensures that each step in the process is carried out correctly and on time. This can lead to greater accuracy in reporting, less financial risk and faster decision making.

The process to integrate Autotask and Zoho Mail 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.