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Autotask + Zendesk Sell Integrations

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

  • 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 Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

Zendesk Sell Integrations

Best ways to Integrate Autotask + Zendesk Sell

  • Autotask Zendesk Sell

    Autotask + Zendesk Sell

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

    Autotask + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Zendesk Sell Create Product in catalog
  • Autotask Zendesk Sell

    Autotask + Zendesk Sell

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

    Autotask + Zendesk Sell

    Update Company in Zendesk Sell when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Zendesk Sell Update Company
  • Autotask Zendesk Sell

    Autotask + Zendesk Sell

    Create Lead to Zendesk Sell from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Zendesk Sell Create Lead
  • 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 + Zendesk Sell in easier way

It's easy to connect Autotask + Zendesk Sell 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.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

How Autotask & Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell.

    (2 minutes)

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

Integration of Autotask and Zendesk Sell

Autotask is an American cloud computing corporation that develops business management software for IT service organizations. Autotask provides online sputions to small, medium and large-scale IT service firms to help them streamline their operations, empower their workforce and increase efficiency. Zendesk Sell is a sales engagement platform that enables sales teams to manage relationships, opportunities, conversations, revenue, workload, forecasting and pipeline goals. It also allows sales managers to track performance of individual sales reps and the team as a whpe.

Autotask and Zendesk Sell are two software products used by Sales Teams to improve the efficiency in the Sales Process. At the same time, Autotask and Zendesk Sell can be integrated with each other for improved effectiveness in the Sales Process. The integration is very simple. If any contact in your Autotask account has a lead record in Zendesk, you can sync the two together in order to see updates about the contact in realtime:

Zendesk will automatically sync with Autotask when new information is added in Zendesk about a contact in your account, such as:

a new opportunity (a lead converted into an opportunity)

a new ticket (a lead assigned to a specific agent)

when a ticket’s status changes (for example, from New to Assigned or Assigned to Closed)

Furthermore, when a contact leaves your Autotask account, Zendesk will automatically deactivate the corresponding lead and opportunity. Between Autotask and Zendesk, you can:

provide visibility into any changes to accounts, contacts and leads;

instantly connect with contacts;

leverage existing data; and

easily cplaborate with sales reps, sales managers and sales support professionals.

In conclusion, Autotask and Zendesk Sell have been combined in order to improve efficiency of sales teams. Sales Teams can leverage existing data from both Autotask and Zendesk Sell in order to create a smooth process of converting a lead into a sale.

The process to integrate Autotask and Zendesk Sell 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.