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Autotask + SharpSpring Integrations

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

  • 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 SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best ways to Integrate Autotask + SharpSpring

  • Autotask SharpSpring

    Autotask + SharpSpring

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

    Autotask + SharpSpring

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

    Autotask + SharpSpring

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

    Autotask + SharpSpring

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

    Autotask + SharpSpring

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

It's easy to connect Autotask + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    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 Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Autotask & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Autotask and SharpSpring

Autotask?

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?

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

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.

Benefits of Integration of Autotask and SharpSpring

The benefits of integration of Autotask and SharpSpring are as fplows:

  • Close the Loop Between Field Sales and Field Service

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.

  • Streamline Workflow Management Tasks Across Companies

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.