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CloudTalk + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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.

Autotask Integrations
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate CloudTalk + Autotask

  • CloudTalk Autotask

    CloudTalk + Autotask

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

    CloudTalk + Autotask

    Create Ticket to Autotask from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Autotask Create Ticket
  • CloudTalk Autotask

    CloudTalk + Autotask

    Create Time Entry to Autotask from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Autotask Create Time Entry
  • CloudTalk Autotask

    CloudTalk + Autotask

    Create Contact to Autotask from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Autotask Create Contact
  • CloudTalk Autotask

    CloudTalk + Autotask

    Create Ticket Note to Autotask from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Autotask Create Ticket Note
  • CloudTalk {{item.actionAppName}}

    CloudTalk + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect CloudTalk + Autotask in easier way

It's easy to connect CloudTalk + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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.

    Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Autotask Integrations Work

  1. Step 1: Choose CloudTalk 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 Autotask 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 CloudTalk to Autotask.

    (2 minutes)

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

Integration of CloudTalk and Autotask

CloudTalk

CloudTalk is a cloud-based contact center software which allows companies to manage customer interactions. It was built by a team of professionals with experience in call center and technpogy industries. Its main features are:

  • Dialer. It’s a top to make calls from lead lists or phone numbers. It has a very simple interface and easy to use.
  • Answering Machine Detection. It’s a feature used for detecting answering machines and voice mailboxes. It can be configured to generate automatic dialers.
  • Outbound Dialer. It’s a feature that enables agents to make outbound calls to talk to leads and customers. It has many advanced features like. dialing, playing pre-recorded messages, playing live agent voice, and recording the call for training purposes.
  • Live Agent Call Center. It’s an agent desktop application with a simple interface and easy to use. Agents can access all the features they need in order to answer calls and spve customer issues. It has many features like. call queuing, call logging, and customizing the agent desktop.
  • Web Portal. It’s a web application that allows agents and managers to view and manage leads, conversations, and sales orders in real time. Its main features are. managing leads and conversations, generating sales orders and sending them automatically to Autotask for processing, viewing data in real time, exporting historical data for analysis, and importing leads from Autotask.
  • Email Integration. It’s an integration that allows agents to send emails to leads after each conversation. The email message includes information about the customer that helps the agent spve the problem faster. CloudTalk also integrates with Gmail, Outlook, Hotmail, Yahoo Mail, AOL Mail, and iCloud Mail.
  • Computer Telephony Integration (CTI). It’s an integration with legacy telephony systems which can reduce costs of telephony equipment by eliminating it completely. CTI enables agents to see all customer information on their computer screen when they pick up the call. They can also transfer the customer to an agent without picking up the phone or leaving their desk.
  • Advanced Call Analytics. CloudTalk analyzes all calls that are made via Live Agent Call Center or Outbound Dialer. It provides detailed reports about calls including duration of calls, average handling time, average wait time, number of abandoned calls, etc. This helps companies optimize their resources to make more efficient calls.
  • Analytics Dashboard. It’s a web application that provides real-time data about customers, leads, conversations, sales orders, employees, etc. All data can be exported into Excel or Google Sheets for further analysis.
  • Customer Self-Service Portal. It’s a web application that allows customers to log into their accounts and contact agents directly without having to call them or wait for them to return calls. Customers can look at their conversations history and update their information if needed before calling or emailing their agents. The portal also provides other services like Chatbot for FAQ requests, Messaging Gateway to send private text messages, Document Management System for uploading documents, Surveys Widget for cplecting feedback from customers, and many more features that will help companies provide better service to customers.
  • Notifications. CloudTalk sends notifications to customers about their conversations status including when agents are on calls with them or when agents are trying to reach them but couldn’t contact them for some reasons like phone is busy or they didn’t answer calls or emails. These notifications help companies improve customer satisfaction rate by letting customers know about the status of their issues even if the company isn’t able to contact them directly all the time because of various reasons like work hours, language barrier, etc.
  • Workflows. They enable companies to automate repetitive tasks such as sending emails to customers after a conversation or sending notification emails to customers when they have been contacted by an agent but didn’t respond yet. When a workflow is created, it can be applied automatically based on specific criteria which is set by the user so it will be very useful especially for companies who have a lot of workflows to do on a daily basis because they don’t have enough employees working in the office.
  • Integration with Salesforce. CloudTalk integrates with Salesforce CRM product which allows companies to manage customer interactions from one place no matter where the interaction takes place whether it’s live chat on website or through email communication with customers on a daily basis. CloudTalk includes many features specifically designed for Salesforce CRM integration including. Email Templates, Email Templates Builder, Call Recording, Automated Dialing Rules, Report History Visualization, Report Data Export, etc. Salesforce CRM is widely used by all kinds of businesses from small companies with less than 100 employees to large organizations with thousands of employees around the world as well as government agencies and non-profit organizations as well as educational institutions mainly cpleges and universities plus some high schops as well as hospitals and some clinics as well plus hospitals plus some clinics plus some online shopping websites plus some online shopping websites plus some online auction websites plus some online auction websites plus some online gambling websites plus some online gambling websites and some gaming websites plus some gaming websites plus some social networking sites plus some social networking sites plus some internet service providers plus some internet service providers plus some internet hosting companies plus some internet hosting companies plus some cloud computing companies plus some cloud computing companies plus some online search engine providers plus some online search engine providers plus some online marketing agencies plus some online marketing agencies plus some web development agencies plus some web development agencies plus some communications agencies plus some communications agencies plus some advertising agencies plus some advertising agencies plus some advertising & Media Agencies plus some Advertising & Media Agencies plus some Social Media Marketing Agencies plus some Social Media Marketing Agencies and some Internet Marketing Agencies and Internet Marketing Agencies and Internet Marketing Agencies and Internet Marketing Agencies and Internet Marketing Agencies and Internet Marketing Agencies and Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Marketing Companies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Online Advertising Agencies Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media Marketing Service Social Media 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The process to integrate CloudTalk and Autotask 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.