Integrate Autotask with Zoho People

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

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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 People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

Want to explore Autotask + Zoho People quick connects for faster integration? Here’s our list of the best Autotask + Zoho People quick connects.

Explore quick connects

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

  • Breezy HR Integration Breezy HR
  • People HR Integration People HR
Connect Autotask + Zoho People in easier way

It's easy to connect Autotask + Zoho People 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 Record

    Triggers every time a record is added in a specific form.

  • 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.

How Autotask & Zoho People 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 People 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 People.

    (2 minutes)

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

Integration of Autotask and Zoho People

Autotask and Zoho People are customer relationship management (CRM. software with a focus on providing customer helpdesks. Autotask is used by many companies to provide a platform for their customer support teams to manage their customers. Zoho People is a similar product with its own CRM features. Both products are designed to be used by salespeople, customer service representatives, and other employees in a company.

The main focus of this article will be Autotask and Zoho People’s integration. Integration can be described as the process of combining different applications or technologies to share information. In this case, Autotask and Zoho People are integrated because they share information through a data connection. Integration can also be defined as the process of combining two systems so that the output from one system becomes the input for another system. This is the case with Autotask and Zoho People, as information from Autotask is sent into Zoho People as data.

Autotask and Zoho People are integrated via a data connection. This connection allows information to be shared between the two CRMs. The integration allows users to access all of their customer information in one place. However, the integration is not automatic; it still requires some amount of manual work to make it happen. For example, if an Autotask user sends over contact information about a new client, it must be manually transferred into Zoho People so that the client's information will show up in both platforms.

The benefits of integrating Autotask and Zoho People have to do with the ease of sharing information between them. Sharing information between these two systems means that all of a company's customer information can be accessed in one place. This makes searching for customer information much easier than if it was spread out across two different systems. In addition, integrating the CRMs allows employees who use both Autotask and Zoho People to have access to all of the customer information. This helps cross-training within a company because it allows other employees to understand more about the clients when they need to help with a support issue.

Integrating Autotask and Zoho People can help streamline a company's customer-related processes. It can also help employees within a company because it gives access to all customer information in one place.

The process to integrate Autotask and Zoho People 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm