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Autotask + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Autotask + Zoho CRM

  • Autotask Zoho CRM

    Autotask + Zoho CRM

    Create/Update Lead to Zoho CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Autotask Zoho CRM

    Autotask + Zoho CRM

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

    Autotask + Zoho CRM

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

    Autotask + Zoho CRM

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

    Autotask + Zoho CRM

    Create/Update Lead to Zoho CRM from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Zoho CRM Create/Update 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 + Zoho CRM in easier way

It's easy to connect Autotask + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Autotask & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Autotask and Zoho CRM

Autotask is a job management software for IT professionals. It helps customer manage over the phone, email and chat. The software is designed to help customers’ support team interact with customer in easy way. It can be access from any device such as a laptop computer, desktop computer, smartphone or tablet. Autotask has more than 2 million users.The Zoho CRM is a Customer Relationship Management software. It combines sales force automation and customer service. It helps companies to manage customers’ information, contacts and activities with ease. It allows users to collaborate data across departments. You can access Zoho CRM on web and mobile devices. Zoho CRM has more than 9 million user worldwide.Zoho CRM provide free trial version on its website which is available for 30 days.

    Integration of Autotask and Zoho CRM

Autotask and Zoho CRM can be integrated with each other through API (Application Programming Interface. It provides data sharing between two system.API integration provides features such as:Autotask and Zoho can be connected with each other through Zapier. It is web-based automation tool that allows users to connect different programs with each other so that they can transfer data.Integration of Autotask and Zoho CRM provides following benefits:

    Benefits of Integration of Autotask and Zoho CRM

Integration of Autotask and Zoho CRM provides following benefits:

Integration of Autotask and Zoho CRM is beneficial for both companies because it helps in data sharing between two systems and effective communication between customers and team members.

The process to integrate Autotask and Zoho CRM 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.