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Salesforce + Autotask Integrations

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

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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
Autotask Alternatives

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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best Salesforce and Autotask Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesforce 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 Salesforce and Autotask

Salesforce?

Salesforce is a customer relationship management (CRM. software and cloud computing company that was founded in 1999. It develops and markets a customer relationship management system, which helps companies to track and manage their sales leads, sales opportunities, contacts, and customers. It is available as a cloud computing service, including online website products, email, calendar, and other cplaboration features. The Force.com platform allows developers to create apps that integrate into the other services and applications. Salesforce also provides companies with professional services to build custom applications specific to their business processes.

Autotask?

Autotask Corporation develops and markets software for the IT business process outsourcing industry. The software is used by IT consultants, MSPs (managed services providers), VARs (value-added resellers), system integrators, and enterprise IT organizations to manage their accounts receivable, project management, time tracking, billing, and customer relationship management. It has offices in Toronto, Ontario, Canada; Atlanta, Georgia; Boston, Massachusetts; San Francisco, California; Austin, Texas; London, UK; Sydney, Australia; and Manila, Philippines.

Integration of Salesforce and Autotask

With integration of Salesforce and Autotask, we can now synchronize all data from Autotask directly to Salesforce. This synchronization of data between two different systems has made the work of administrators more efficient since the data are synced automatically whenever changes are made either in one system or the other. This eliminates the need for manual entry of data into a system. Additionally, there will be no confusion on whether the data entered into one system are correct or not since they are viewed simultaneously in both systems. This makes it easy to verify whether the data entered into one system shows the same details as entered on the other. It also offers more accurate representation of data since there is always an automatic update whenever changes are made either in one system or the other. With this integration of Salesforce and Autotask, we can now access all information from Autotask directly through Salesforce without being required to log in to both systems at the same time.

Benefits of Integration of Salesforce and Autotask

There are several benefits of Salesforce and Autotask integration. For instance, it allows us to manage many records with greater efficiency since it eliminates the need for manual entry of data for each individual customer when any change occurs within a contact’s record on either side. There is also no need to search for previous records when any update occurs since these changes can be viewed immediately in both systems. It also saves time when comparing new records with pd ones since they are easily accessible by logging into only one system. It also eliminates inconsistencies in data since all updates are recorded automatically and displayed simultaneously in both systems. Additionally, it offers us greater accuracy when comparing new records with pd ones since all changes are automatically updated in both systems. Moreover, it keeps us organized since all information is available in one place instead of having to search for it across different systems while working on different projects. It also helps us to organize our work since all information is available in one place instead of having to search for it across different systems while working on different projects. This integration of Salesforce and Autotask also offers better security due to its centralized management capabilities since all data are stored in a single database. Therefore, there is no issue of losing important information due to server crashes or corruption of files that happens when information is stored in multiple locations. Additionally, this integration of Salesforce and Autotask helps us to obtain a greater visibility into our projects by giving us access to complete client information along with accurate time tracking reports. Hence, we can easily identify which projects have been completed and which projects still require work or are pending review from clients before submission to the relevant authorities for closure. This means that we can easily manage our time and resources by focusing on the projects that have been completed while closing the pending ones quickly using our records from both systems. It also helps us to improve our client service since we do not waste time searching for previous records or waiting for them to be manually entered into another system when any change occurs within a client’s record on either side. This integration of Salesforce and Autotask therefore offers us greater contrp over our work by allowing us to manage projects more efficiently than before since all records are updated automatically within both systems when any change is made either in one system or the other. Moreover, it gives us a better visibility into our work by making it easy to identify which projects have been completed and which projects still require work or are pending review from clients before submission to the relevant authorities for closure using our records from both systems. This means that we can easily manage our time and resources by focusing on the projects that have been completed while closing the pending ones quickly using our records from both systems. It also helps us to improve our client service since we do not waste time searching for previous records or waiting for them to be manually entered into another system when any change occurs within a client’s record on either side. Finally, this integration of Salesforce and Autotask helps us meet compliance requirements through easier access to accurate data strictly related to our projects without having to worry about complying with specific storage standards when required by law.

The process to integrate Salesforce 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.