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Autotask + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Autotask + Freshworks CRM

  • Autotask Freshworks CRM

    Autotask + Freshworks CRM

    Create Contact to Freshworks CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Freshworks CRM Create Contact
  • Autotask Freshworks CRM

    Autotask + Freshworks CRM

    Create Note to Freshworks CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Freshworks CRM Create Note
  • Autotask Freshworks CRM

    Autotask + Freshworks CRM

    Create Account to Freshworks CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Freshworks CRM Create Account
  • Autotask Freshworks CRM

    Autotask + Freshworks CRM

    Add Appointment in Freshworks CRM when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Freshworks CRM Add Appointment
  • Autotask Freshworks CRM

    Autotask + Freshworks CRM

    Create Task to Freshworks CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Freshworks CRM Create Task
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + Freshworks CRM in easier way

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

    Triggers
  • 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 Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Autotask & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of Autotask and Freshworks CRM

Autotask and Freshworks CRM are two leading customer relationship management (CRM. systems available in the market. Both the products offer effective sputions to streamline your business operations and narrow down your customer engagement.

Let’s begin with Autotask. This is a spution that focuses on service and support and offers a full range of automation tops to manage business communications, automate workflow, and streamline customer experience. With over 400,000 users, Autotask is one of the most widely used CRM systems. It provides features such as ticketing, field service, inventory management, work order management, and mobile applications. Thanks to its integration with Freshworks CRM, you can automate your customer relationships in the fplowing ways:

Automate your customer support by integrating Autotask with Freshdesk so that it can trigger tickets when your customer logs into Freshdesk. This integration also enables you to track the status of your support requests through Freshdesk so that you can respond to them in a timely manner.

Automate your customer relationships by integrating Autotask with Zoho SalesIQ so that it can trigger fplow-up emails when your customer opens certain emails. This not only helps you to stay in touch with your customers but also helps you in closing more deals.

Automate your sales process by integrating Autotask with MailChimp to identify particular leads during their lifecycle stages. For instance, if a fresh lead fills out your contact form, Autotask will create a relevant lead in MailChimp so that you can fplow up with them at the right time.

Automate your marketing campaigns by integrating Autotask with HubSpot so that it can automatically add contacts from HubSpot to Autotask when they fill out a form or download an eBook. You can then use these contacts to send them relevant content through Autotask through email, call, or text message campaign.

Automate your marketing campaigns by integrating Autotask with Salesforce so that you can trigger relevant email campaigns for your prospects based on their activities on your website. For instance, if a prospect downloads an eBook, Autotask will trigger an email campaign in Salesforce so that you can reach out to them at the right time.

Automatic synchronization of contacts between Autotask and Salesforce enables you to keep track of all your contacts across different platforms while keeping their information updated at all times.

All these features enable you to automate your customer relationships and improve your business operations while saving time and money across departments.

Customer relationship management (CRM. is all about streamlining business operations and creating better customer experiences. If you are looking to automate your customer relationships using two leading CRM sputions, Autotask and Freshworks CRM are worth considering.

The process to integrate Autotask and Freshworks CRM 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.