Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 + MailChimpCreate or update Mailchimp subscribers from Autotask contacts Read More...
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.
Autotask + Google SheetsAdd new Autotask accounts to a Google Sheets spreadsheet Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Vtiger + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Creates an account.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Updates a ticket.
Vtiger is a web-based open source application, which is used for managing client, customer and vendor relations. It is used by both small and large organizations for managing sales, marketing, service and support activities. Vtiger can be used for managing CRM, Help Desk, CMS and Project Management applications. It is suitable for single and multi-users. It is integrated with other online services such as PayPal, Google Docs, Zendesk and others.
Autotask is a software, which helps in managing the business processes of IT services industry. It offers a wide range of features for managing projects, people and tasks related to service desk, IT management and more. Autotask is integrated with different services such as Salesforce (CRM), Zendesk (help desk), JIRA (project management. and more.
The integration of Vtiger and Autotask helps in creating a good workflow management system. This integration allows the user to send email notifications to the customers after they make a purchase or when they get an invoice. The customer service team can reply to the customers through their email ID without leaving the Vtiger platform. The marketing team can send them email updates regarding any new information about the product or any upcoming promotional offers. The integration of these two platforms helps in improving the efficiency of the customer service team and helps in reducing the workload of support staff.
The integration of these two platforms also helps in tracking the history of correspondence between the users and support team members. It also allows customizing the support process according to individual customer needs. You can create different templates for different service requests or request additional information from the customer during the interaction session. After receiving all the details from the customer, you can forward it to the support team member who will handle that request. The employees can work on that request as per their own schedule.
The benefits of integrating Vtiger with Autotask are increased productivity, cplaboration between teams, easy access to customer information, multi-channel communication and better customer satisfaction levels.
In this article, I have introduced Vtiger and Autotask and explained why you should integrate these two platforms. I have also discussed their benefits by providing various examples of how the integration of these two platforms can help in improving your business processes.
The process to integrate Vtiger 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.