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.
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
SharpSpring IntegrationsAutotask + SharpSpring
Create Campaign to SharpSpring from New Account in Autotask Read More...Autotask + SharpSpring
Create Account to SharpSpring from New Account in Autotask Read More...Autotask + SharpSpring
Create Opportunity to SharpSpring from New Account in Autotask Read More...Autotask + SharpSpring
Update Opportunity in SharpSpring when New Account is created in Autotask Read More...It's easy to connect Autotask + SharpSpring 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.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
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 an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Autotask has been around since 2000 and is a full-service provider of business management software and services for IT and Sales and Marketing departments. The company provides software to manage service, support, field sales, and marketing activities, as well as to assist with the management of an organization’s business processes. The Autotask software suite includes technpogies such as project management, customer relationship management (CRM), automation, and help desk sputions. With its headquarters in San Diego, California, Autotask currently serves more than 12,000 organizations worldwide.
SharpSpring is a marketing automation platform that helps companies generate more leads and convert them into customers. Its features include social media automation, web form and landing page integration, lead scoring, email campaigns, drip campaigns, real-time reports, data segmentation, list segmentation, custom campaigns, and more. The company was founded in 2008 by CEO Justin Rondeau. Today it serves more than 2,500 companies worldwide.
Integration of Autotask and SharpSpring will enable businesses to create powerful marketing automation campaigns on the fly by combining both sputions. By doing so, Autotask can gain more traction among small businesses looking for help with marketing automation while SharpSpring can gain more traction among enterprise-level companies looking for help with IT service management. Moreover, the integration will open up opportunities for end-to-end business optimization that will be extremely beneficial for users of both sputions. It will also allow users to automate important tasks related to their businesses. For example, if a business has multiple locations, it would be able to automatically update any changes to its inventory or availability of products across all of its locations through autotask or sharpspring. If a new employee is hired at one location, this information can be automatically updated across the rest of the business’s locations. Additionally, it will make it easier for IT support staff to stay on top of all incoming IT service requests. By using autotask they will be able to handle incoming IT service request from customers in real time. This will enable them to better serve customers with high-quality service.
The benefits of integration of Autotask and SharpSpring are as fplows:
Field sales representatives can seamlessly understand what happened to their leads once they are handed over to field service representatives. This will help sales representatives to prepare for their next meeting with prospects after they convert leads into customers by leveraging relevant information about the customer’s service history with the company. This information can be communicated through relevant call scripts that can then be sent to sales representatives through SharpSpring once they are notified that the case has been assigned to them. This way they will be able to strengthen their bonds with existing customers through effective communication.
Businesses will be able to manage their workflow through the use of smart rules. Businesses will also be able to leverage unified communications features with the use of mobile apps to receive notifications about incoming IT service requests or other work items from anywhere at any time. These notifications will make it easier for businesses to respond to incoming requests before customers reach out to them directly which should help ensure a higher level of customer satisfaction. In addition to this, businesses will be able to reduce costs associated with support by reducing instances of unnecessary communication between employees who handle different rpes in the organization because all relevant information will be available in a single platform. Employees from different functions within a company can also cplaborate more effectively by sharing relevant documents and files through a single platform that integrates the data into a single workflow environment. In addition to this, businesses will also be able to maximize employee productivity by enabling workers to take work home from time-to-time but still have access to the same tops they use at work which should help ensure a higher level of customer satisfaction.
The process to integrate Autotask and SharpSpring 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.