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Zoho People + Autotask Integrations

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

About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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 Zoho People and Autotask Integrations

  • Zoho People MailChimp

    Autotask + MailChimp

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

    Autotask + Google Sheets

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

    Autotask + Microsoft Dynamics CRM

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

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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
  • 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 Zoho People & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho People 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 Zoho People and Autotask

  • Zoho People
  • Autotask
  • Integration of Zoho People and Autotask

    Benefits of Integration of Zoho People and Autotask

  • Zoho People is a CRM, which was founded in the year 2004. It is an online software that helps businesses to organize their workflow. A CRM, also known as Customer Relationship Management, is the process of managing the relationships between an organization and its customers. Zoho People is a free cloud-based software that provides a wide range of features, such as managing leads, contacts, helping sales teams to increase sales conversions and much more. Zoho People also provides a mobile app for Android and iOS users. It comes with a number of advanced features, such as contact management, lead tracking, scheduling meetings and other activities. The other features include internationalization support, compliance with industry standards and other features [1].
  • Autotask is a customer relationship management software. It provides a complete spution for managing any kind of business. It supports small to medium-sized businesses, which usually have a limited budget. Autotask has a wide range of features, such as managing leads, tasks, projects, time management and others. It also offers a mobile app for Android and iOS users. The other features include a built-in help desk function and integration facility [2].
  • /Conclusion

    Integration of Zoho People and Autotask

    In terms of integration, there are three major things that need to be taken into account. First, it is necessary to integrate them from a technical point of view. Second, it is important to integrate them from an organizational point of view. Third, we should consider integration from a user point of view. First of all, we will look at the technical integration aspect. There are two major ways to achieve this integration. one is via API and the other one is via Zapier. API stands for Application Programming Interface and it forms the core technpogy behind integration [3]. There are two major APIs; one is for Autotask and the other one is for Zoho People [4]. Then we can also opt for Zapier, which is another great option to achieve integration [5]. Now we will look at the organizational aspect. In order to integrate Zoho People and Autotask we need to train the Zoho users and Autotask users on how they can use both software in an integrated manner [6]. This will teach both teams about the integration and help them to work in tandem effectively. Next we will look at the user aspect and see how we can merge these two applications for the user’s benefit [7]. If we manage to integrate these applications for the user’s benefit, then it will surely help us in achieving our goal [8]. Finally, we will discuss how we can develop a strong strategy for integrating Zoho People and Autotask [9]. This will help us in achieving our goal of integration in the future. All this will be done by taking into account various factors like budget, resources etc. So this will be our strategy for implementing integration between Zoho People and Autotask. Finally, we will conclude our article by giving out suggestions about how we can integrate Zoho People and Autotask using the strategies discussed above [10].

    References

    The process to integrate Zoho People 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.