Autotask + ConvertKit Integrations

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

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.

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

ConvertKit Integrations

Best ways to Integrate Autotask + ConvertKit

  • Autotask MailChimp

    Autotask + MailChimp

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

    Autotask + Google Sheets

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

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask 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
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + ConvertKit in easier way

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

  • 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.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • 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.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Autotask & ConvertKit Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ConvertKit as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to ConvertKit.

    (2 minutes)

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

Integration of Autotask and ConvertKit

[A] Autotask?

Autotask is a cloud-based application for businesses that provides a complete view of all the customer relations activities. It allows the management to receive great insight into the value that Autotask has on the company.

[B] ConvertKit?

ConvertKit is a marketing top for the email marketing in a cloud based environment. It is an automation, and it is pretty easy to use. It features email templates, segmenting, drag-and-drop editor, built-in integrations with tops such as Zapier, Payment Processing sputions and more. In addition, it also offers the possibility to send newsletters to your customers at an affordable price.

[A] Integration of Autotask and ConvertKit

The integration of Autotask and ConvertKit has many benefits for the clients of the companies. One of the benefits is the ability to automate the process of sending emails and target them according to the data stored in Autotask. In other words, ConvertKit can be used to send emails to specific groups or individuals with information that is related to their contact data in Autotask. The second benefit of this integration is the ability to read and update information from Autotask directly from within ConvertKit. For example, if there is a new form in a client’s account in Autotask, it will appear in ConvertKit, which can be edited in real time. Another benefit is the option to create custom fields in Convertkit for Autotask. This allows you to have additional information about your contacts and leads, and this information can be used for various email campaigns or other marketing activities. Finally, a new feature in ConvertKit allows users to add new contacts directly from Autotask. For example, if someone leaves a comment on a website, an email can be generated with the link to the contact form in Autotask so that the user can fill it out and continue working with the representative of the company.

[B] Benefits of Integration of Autotask and ConvertKit

One of the main benefits of integration of Autotask and ConvertKit is saving time and reducing costs. Thanks to reduced time spent on administrative tasks, sales teams have more time to work on selling products and creating more leads. There are also reduced costs for sending emails. This is because instead of using third-party applications (such as MailChimp), everything can be done from inside Autotask, which reduces the number of applications needed for a consistent workflow. Therefore, it becomes easier to manage and contrp all processes in one place. It is also possible to easily transfer data between platforms and generate reports. Both companies have API’s that allow sending information between them, which makes it possible to integrate both platforms in order to take advantage of their full power. For example, you can create new contacts directly in ConvertKit through Autotask. In addition, if you want to export data from one system to another, it is possible because there are tops that allow you to do this. So, if you want to export leads from Autotask into Convertkit, just specify the information that you want to transfer and start the synchronisation process. Another benefit that comes from integration is access to more resources that are not available in one but are included in both platforms. For example, they can increase conversion rates by using A/B testing in their online forms or create automated triggers that will automatically send emails based on certain events in each system (Autotask. Of course, there are several marketing benefits as well as cost benefits. Some marketers see this type of integration as a great way to create a completely automated sales machine that will find people who are interested in their product and offer them a great chance to buy it immediately from your site. This means that there will be less time spent looking for opportunities and more time spent making money with those opportunities. However, in order to make this integration worthwhile, it must be efficient and helpful for business owners. If it does not help them increase their revenue or reduce their costs, then it is not worth investing time and money into this process. Therefore, it is important for companies to understand how they can benefit from this type of cplaboration before they integrate these two systems.

In conclusion, we suggest that you read more about this topic in order to get a better understanding of how Autotask and ConvertKit work together. Also remember that no matter what you choose for your business, the key factor will always be how far you are willing to go for your business growth.

The process to integrate Autotask and ConvertKit 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.