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.
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.Drift Integrations
Autotask + DriftCreate or Update Contact From External to Drift from New Account in Autotask Read More...
Autotask + DriftUpdate Known Contact in Drift when New Account is created in Autotask Read More...
Autotask + DriftCreate or Update Contact From External to Drift from New or Updated Contact in Autotask Read More...
Autotask + DriftUpdate Known Contact in Drift when New or Updated Contact is created in Autotask Read More...
Autotask + DriftCreate or Update Contact From External to Drift from New Ticket in Autotask Read More...
It's easy to connect Autotask + Drift without coding knowledge. Start creating your own business flow.
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 whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity 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 updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers each time when a new message in a conversation is received.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Create or update a contact.
Updates an existing contact.
Autotask is a cloud-based management software for IT. It allows businesses to manage IT more efficiently by providing cross-platform support, end-to-end automation, automation of routine tasks, and business process outsourcing.
Drift is a chatbot platform that allows businesses to connect with customers via chat on their website. Businesses can build automated conversations with customers by creating a chatbot and train it to respond to the customer’s queries or any touch point they want to provide.
Autotask has recently integrated with Drift and created a partnership with Drift. This integration will allow Autotask users to leverage Drift’s chatbot technpogy on Autotask’s platform. Also, this integration will allow companies to create automated messages for their customers that are triggered by certain events. For example, if a customer is creating an account on a website, the system will trigger a message from the business to the customer asking them to approve the request. The customer can then reply back with a “yes” or “no”, allowing the company to easily manage the approval process of new accounts. Additionally, this integration will allow companies to provide information about products and services directly through the chatbots. This type of “conversation” will allow customers to ask questions about the product or service without having to pick up the phone or make an email inquiry. This is an excellent way for a business to reduce costs associated with customer service and make it easier for customers to get answers to their questions.
The benefit of integrating Autotask and Drift will be the ability for companies to automate their business processes. Guests will no longer have to waste time fplowing forms and procedures that were previously handled manually by staff. Instead, guests will be able to ask questions about these processes and receive a timely response from Drift that can help them complete the necessary steps needed to proceed with their purchase. Another benefit is the reduction in overhead costs that come with managing customer service staff. By using chatbots, staff will not be required to answer basic questions that can be answered quickly and efficiently by the chatbot. By automating these types of requests, companies will save time and money. Additionally, this integration provides an excellent opportunity for companies to reach out to customers with information about their products and/or services. By doing this, companies will increase their sales and strengthen relationships with existing customers while also developing new customers.
The process to integrate Autotask and Drift 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.