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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 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 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 software spution that helps to manage customer relationship effectively. It provides comprehensive view of the business, leads and customers. It also helps in managing thousands of contacts without any hassle. It is equipped with cloud-based software to help efficiently manage the business in an effective way. Autotask incorporates various tops that are required in today’s business environment. These tops include but not limited to CRM, ERP, accounting, billing, IT monitoring and much more.

Zoho CRM is a top that enables the user to keep track of customers and their information. Zoho CRM is a cloud based web based application which is available for free for non-profit organizations.

Integration of Autotask and Zoho CRM

Integration between Autotask and Zoho CRM can be done easily by installing the extension from the Autotask Marketplace. This extension will enable the users to integrate the data of Autotask with Zoho CRM. The users will be able to see all the data even if they are viewing it on Zoho CRM or Autotask. This will make it easier for the users to view the data over one platform instead of the two separate platforms.

Benefits of Integration of Autotask and Zoho CRM

There are several benefits of integrating Autotask and Zoho CRM. Some of them are given below:

  • Access to all the organizational data from a single location called the ‘home’ page.
  • All the data can be accessed without being logged on to both Autotask and Zoho CRM.
  • Easy search on both products due to integration with Autotask and Zoho CRM.
  • Ability to update lead fields on one product and view them on another product without any problem.

Autotask is a software spution that helps to manage customer relationship effectively. It provides comprehensive view of the business, leads and customers. It also helps in managing thousands of contacts without any hassle. It is equipped with cloud-based software to help efficiently manage the business in an effective way. Autotask incorporates various tops that are required in today’s business environment. These tops include but not limited to CRM, ERP, accounting, billing, IT monitoring and much more.

Zoho CRM is a top that enables the user to keep track of customers and their information. Zoho CRM is a cloud based web based application which is available for free for non-profit organizations.

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 spution to help you automate your workflows. Click on the button below to begin.