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Mailshake + Autotask Integrations

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

About Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

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.

Autotask Integrations
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Best Mailshake and Autotask Integrations

  • Mailshake MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Mailshake 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
  • Mailshake Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Mailshake 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
  • Mailshake Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Mailshake 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
  • Mailshake Microsoft Dynamics CRM

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

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

It's easy to connect Mailshake + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • 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.

    Actions
  • Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

  • 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 Mailshake & Autotask Integrations Work

  1. Step 1: Choose Mailshake as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Mailshake with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Autotask as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Autotask with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Mailshake and Autotask

It is a well-known fact that there are thousands of software in the market. It is very difficult to choose the best ones. Usually, people tend to go for the one which is recommended by their friends or relatives. They tend to rely on their personal experience rather than going through a long research procedure. This is not a good idea because the market is changing every day and it is important to be aware of the latest trends. Therefore, a person has to take a step back and consider a good software. The good thing about Mailshake and Autotask integration is that both companies have been around for a while and have an excellent reputation in the industry.

Mailshake and Autotask integration relies on a technpogy called ‘email automation’. It allows a person to reach out to his/her potential clients by sending newsletters, marketing updates or other information via email. It also helps in tracking the performance of the campaign. Importantly, it can help in saving a lot of time because it does not require a person to send a lot of emails manually. An automated process ensures that a message reaches thousands of potential customers at once. It saves a lot of time and also boosts the performance of the company. This is an excellent way to promote any business online. In addition, it does not require any coding skills from the user. Thus, anyone can use this service without investing much time and energy.

A lot of people are skeptical about using automation software because they believe it will make them look like spammers. However, this is not true. Even if you send 100k emails at once, you will hardly get complaints. Most spam complaints are caused when someone sends out 10k emails at once. So, this problem is not related to automation software per se; rather it comes from the way companies use this software. If you do not use Mailshake and Autotask integration properly, you will certainly end up in trouble with your potential customers. Therefore, it is very important to learn how to use these two applications properly in order to eliminate the chances of getting complaints.

The process to integrate Mailshake and Autotask 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.