Autotask + Agile CRM Integrations

Autotask is an IT management software that provides tools for automating and managing IT service management. The company was founded in 1997 in Montreal, Canada. In 2006, Autotask received the “Deloitte’s Fast 50 Technology Award" and the “Red Herring 100 North America Award". In 2009, Autotask acquired Agile CRM, the cloud-based customer relationship manager (CRM. platform which enables the companies to expand their sales opportunities by providing a single platform for managing accounts, leads, orders and other customer related information.In 2013, Autotask launched its sales automation tools which integrate with both Autotask and Agile CRM. It includes lead scoring, email marketing automation, team collaboration tools and social selling.

Integration of Autotask and Agile CRM

In 2014, Autotask announced the integration of Agile CRM and Autotask PSA (Professional Services Automation. solutions that helps companies to manage and automate sales processes from lead generation to sale closure. Through this integration, Agile CRM can access data from Autotask PSA which includes opportunities, projects, contracts, quotes, invoices, etc.Moreover, with the integration of these two platforms, Agile CRM users can easily share account information with Autotask PSA users.

Benefits of Integration of Autotask and Agile CRM

Integration of these two platforms brings lots of benefits to the companies which include:

• Lead Sharing. Technology integration enables the users to share leads between Agile CRM and Autotask PSA. This sharing enables sales representatives to collaborate on deals with each other. Besides, it also allows them to share their feedback about customers which will be helpful for following up customers.

A user can share a lead from Agile CRM to Autotask PSA by clicking on the share icon (a paper plane. located near the lead name in Agile CRM. Similarly, a user can share a lead from Autotask PSA to Agile CRM by clicking on the share icon (a paper plane. located next to the lead name in Autotask PSA. Although this sharing feature is available from both sides, it is recommended to share leads from Agile CRM to Autotask PSA as it does not affect the deal status in Agile CRM. In case of sharing from side of Autotask PSA, lead status under discussion is changed to ‘shared’ in Agile CRM as well as in Autotask PSA. Besides, note that if you are already working on a lead in Agile CRM then sharing the same lead from Autotask PSA will close your deal status under discussion and move it to closed won.When you share a lead from either side of Agile CRM or Autotask PSA, email notifications containing lead details are sent to everyone who has access to that lead. So ensure that you have shared leads only with people you trust.

• Opportunity Sharing. Once you have shared leads between Agile CRM and Autotask PSA then sharing opportunities becomes easy too. To share an opportunity from either side firstly make sure that you have shared leads between both the systems. Then go to the deal page corresponding to that opportunity in either system and click on ‘Share Opportunity’. A pop up window will appear where you need to enter your partner’s email address and choose what you want to share with him/her. You can choose between:

After clicking submit button on this pop up window your partner will receive an email message containing opportunity details in his mail box.If you want to send an opportunity from Agile CRM to Autotask PSA then open the deal page of that opportunity in Agile CRM and click on ‘Share Opportunity’. Then enter your partner’s email address and choose ‘Send Opportunity’ option from the drop down list. After clicking submit button you will be taken to the opportunity page in Autotask PSA where you need to click on ‘Approve’ button from deal detail page because the status of this opportunity has been changed from ‘under consideration’ to ‘under review’ by sharing it from Agile CRM.Similarly if you want to send an opportunity from Autotask PSA to Agile CRM then open the deal page of that opportunity in Autotask PSA and click on ‘Share Opportunity’. Then enter your partner’s email address and choose ‘Send Opportunity’ option from the drop down list. After clicking submit button you will be taken to the opportunity page in Agile CRM where you need to click on ‘Approve’ button from deal detail page because the status of this opportunity has been changed from ‘under consideration’ to ‘under review’ by sharing it from Autotask PSA.

• Lead Conversion. You can convert leads from one system into opportunities in the other system by using technology integration features between these two platforms. This feature enables sales representatives to work more efficiently as they can convert leads into opportunities right away after following up them instead of going back and forth between these two systems for following up leads and opportunities separately. To do so go to a deal page in one system and click on ‘Convert Lead into an Opportunity’ link beside contact name or company name in case of leads conversion between Agile CRM and Autotask PSA respectively. A pop up window will appear where you need to enter the lead identifier number in order to convert this lead into an opportunity. This identifier number is available in leads list view under contact name or company name for leads converted between Agile CRM and Autostask PSA respectively. When you enter this number next you see is a pop up window where you need to enter new opportunity details before converting this lead into an opportunity. The new opportunity details include:
• Lead Status.
• Product/Service Category.
• Duration Estimate.
• Revenue Estimate.
• Probability Estimate.
• Account Manager.
• Account Manager Phone#.
• Account Manager Email Address.
• Sales Stage.
• Target End Date.
• Start Date.

You can enter your own value for any field or leave it blank if you don’t want to change it. When all fields are filled out click on submit button on this pop up window and you have successfully converted your lead into an opportunity in another system.Another way for converting leads into opportunities is through importing data from one system into another system through technology integration features between these two platforms which enables sales representatives to work more efficiently as they can convert leads into opportunities right away after following up them instead of going back and forth between these two systems for following up leads and opportunities separately. To import data from one system into another system go to a deal page in one system and click on ‘Import Lead(s)/Opportunity(ies)’ link beside contact name or company name respectively in case of importing data from Agile CRM into Autotask PSA or importing data from Autotask PSA into Agile CRM respectively as shown below:After clicking on this link a pop up window will appear where you need to select a file type i.e data file (.csv. or database file (.dat. You can upload your data file (.csv or .dat. or open a database (.dat. file directly by clicking on browse button beside file type window respectively then follow next steps mentioned below:

1] If you select a data file (.csv or .dat. then this pop up window will look like this:

2] If you select a database file (.dat. then this pop up window will look like this:

3] In both cases above after selecting file type double click on either .csv or .dat file or click on browse button beside file type field respectively then follow next steps mentioned below:

4] In case of selecting a data file (.csv or .dat. then a new pop up window will appear where you need to enter the path location of your data file (.csv or .dat. like this:

5] In case of selecting a database file (.dat. then a new pop up window will appear where you need to enter database connection parameter values like this:

6] After entering path location of your data file (.csv or .dat. and database connection parameter values click on submit button for importing data from one system into another system through technology integration features between these two

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