Integrate Freshworks CRM with Autotask

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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.

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

Explore quick connects

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Connect Freshworks CRM + Autotask in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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 Contract

    Trigger when a new contract created.

  • 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.

  • Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates 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 Freshworks CRM & Autotask Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to Autotask.

    (2 minutes)

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

Integration of Freshworks CRM and Autotask

Freshworks CRM

Freshworks CRM is a customer relationship management application that is used by companies to manage the relationships with their customers. It helps companies to achieve an increase in their revenue by increasing customer satisfaction, reducing costs and improving productivity. The product was introduced in 2007 and is being constantly improved. It is available on the web, on mobile devices and on email.

Autotask

Autotask is also a customer relationship management software. It is used for managing all contacts, leads, opportunities, tasks, projects, time entries, expenses, travel or any other type of record through powerful features. It is available on the web, on mobile devices and on email.

Integration of Freshworks CRM and Autotask

Integration of Freshworks CRM and Autotask is done through Freshdesk. This integration allows you to track all your conversations on Freshdesk in one place. You can also convert Freshdesk tickets into opportunities in Autotask. This feature allows you to focus on your sales pipeline rather than having to deal with multiple tickets at once. With the integration of Freshworks CRM and Autotask, you can create custom fields in CRM to store data from Autotask and define which records should be displayed in CRM and which should not. You can use this feature to show only the records that are relevant to your sales teams and hide the records that are not needed so that you do not get distracted from your work. You can also sync Autotask contacts to CRM and vice versa through the contact mapping feature. This feature allows you to easily import or export your contacts from one system to another. You can also create custom fields in CRM that will map to the information that you have in Autotask and vice versa.

Benefits of Integration of Freshworks CRM and Autotask

With integration of Freshworks CRM and Autotask, sales teams can easily see all their potential customers and make sales without spending too much time on managing tickets or finding records manually. This integration also helps sales teams reduce costs because they do not have to spend money to hire people to manage their records manually. Sales teams can also prevent delays in closing deals by easily finding the information that they need when they need it. This integration also improves productivity because instead of searching for information manually, sales teams can find it quickly when they need it. It also improves customer satisfaction because customers will receive a response faster if the information required is already there instead of having to wait for someone to manually search for it. It improves employee satisfaction because employees will not have to spend time searching for information manually and also have more contrp over their time because they do not have to waste it on searching for information that can be found automatically through an integration. It also enhances business visibility by allowing the marketing team to know what deals are being closed and what deals are being lost so that they can keep improving their campaigns accordingly.

The process to integrate Freshworks CRM 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.

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