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  2. Autotask
  3. Integrations
  4. Salesforce

Autotask + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Autotask Integrations
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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Autotask + Salesforce

  • Autotask Salesforce

    Autotask + Salesforce

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

    Autotask + Salesforce

    Create Custom Object to Salesforce from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Salesforce Create Custom Object
  • Autotask Salesforce

    Autotask + Salesforce

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

    Autotask + Salesforce

    Update Contact in Salesforce when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Salesforce Update Contact
  • Autotask Salesforce

    Autotask + Salesforce

    Update Custom Object in Salesforce when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Autotask + Salesforce 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 Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Show All

How Autotask & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Autotask and Salesforce

Autotask is a sales automation software that was created by a company in the United States. It was a startup from Oregon and it has been used since 1994. Salesforce is an application used by businesses for customer relationship management and it is created and owned by Salesforce.com. Salesforce has been around since 1999. The two companies are located only 40 miles away from each other in San Francisco, California. Autotask and Salesforce have teamed up to create an integration that is beneficial to both of them.

The integration will help Autotask in making the process of quoting and billing to be more efficient and accurate. Salesforce will benefit because their clients will be more satisfied with their service. The integration also benefits the customers because they can better manage their customer relationships using the applications of Autotask and Salesforce.

The integration will help Autotask in making the process of quoting and billing to be more efficient and accurate. With the integration of Autotask and Salesforce, the process of quoting and billing will be improved. There are many benefits to this integration. Firstly, the new integration will allow the sales team to create and send quotes faster and more efficiently, resulting in a better customer service experience. Secondly, this integration will allow the sales team to be more productive because they have an easier way to get their tasks done. Lastly, with this integration, the team working on billing will be able to complete it faster as well. This leads to quicker payments received by the company, which is beneficial to all parties involved.

Salesforce will benefit because their clients will be more satisfied with their service. Salesforce has worked hard to improve their services in order to satisfy their clients. They want their clients to be completely satisfied with their services so they have integrated Autotask with Salesforce in order to satisfy their clients even more. With this new integration, Salesforce's clients will be able to improve their sales process while integrating with other services such as marketing or CRM. Salesforce's clients will also be able to create and send quotes faster, which allows them to react quickly to customer inquiries. This new integration makes it easier for clients of Salesforce to work together with their sales team and other departments within their company.

The integration also benefits the customers because they can better manage their customer relationships using the applications of Autotask and Salesforce. The customers of Autotask can now see what each team member is doing at any given time, including phone calls, e-mails, meetings, tasks, and appointments. This allows the customers to manage their customer relationships without having to contact anyone at Autotask directly. The customers of Salesforce can now easily sync their most important contacts from Autotask with Salesforce profiles so they can stay connected with them anytime and anywhere. In addition, the customers of Autotask who are also clients of Salesforce can now view and update information on deal records from Salesforce directly from the Autotask platform. Furthermore, they can add notes in Salesforce, view opportunities, run reports about relationships, view campaign history, track emails, view action items, track account history, and much more throughout the entire lifecycle of a deal. This is beneficial because it saves time for both Autotask and Salesforce's customers to do things like make changes or updates to contacts and deal records within seconds instead of looking at multiple systems just to find that information. This integration between Autotask and Salesforce is beneficial to all parties involved. clients and customers alike.

The integration between Autotask and Salesforce will benefit all parties involved. Autotask's sales team will be able to create and send quotes faster than before; this new integration will keep all parties updated on what each one is doing at any given time; Customers of both Autotask and Salesforce's clients can now easily manage their customer relationships through these integrated applications; Customers of Salesforce can now sync their most important contacts from Autotask with Salesforce profiles so they stay connected with them anytime and anywhere; finally, Customers of Autotask who are also clients of Salesforce can now view and update information on deal records from Salesforce directly from the Autotask platform. Therefore, this new integration between Autotask and Salesforce is beneficial for all parties involved.

The process to integrate Autotask and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

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