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HubSpot + Autotask Integrations

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

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About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

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 HubSpot + Autotask

  • HubSpot MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    Close
    When this happens...
    HubSpot New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • HubSpot Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    Close
    When this happens...
    HubSpot New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • HubSpot Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    HubSpot New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • HubSpot Gmail

    Autotask + Gmail

    Create Draft to Gmail from New Account in Autotask Read More...
    Close
    When this happens...
    HubSpot New Account
     
    Then do this...
    Gmail Create Draft
  • HubSpot Gmail

    Autotask + Gmail

    Send Email in Gmail when New Account is created in Autotask Read More...
    Close
    When this happens...
    HubSpot New Account
     
    Then do this...
    Gmail Send Email
  • HubSpot {{item.actionAppName}}

    HubSpot + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • 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.

    Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot & Autotask Integrations Work

  1. Step 1: Choose HubSpot 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 HubSpot to Autotask.

    (2 minutes)

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

Integration of HubSpot and Autotask

HubSpot?

HubSpot is a software that helps a business to achieve an effective and efficient way of marketing. It also helps the business to connect with the customers and it helps the businesses to engage with the customers. It helps the business to manage the business in an effective way.

  • Autotask?
  • Autotask is the IT management software which helps the business to manage the IT environment in an effective way. Autotask helps the business to manage the IT environment systematically.

  • Integration of HubSpot and Autotask
  • Integration of HubSpot and Autotask provides many benefits to a business. Thus this article discusses about these benefits.

  • Benefits of Integration of HubSpot and Autotask
  • There are various benefits of integration of HubSpot and Autotask. It can be discussed under the fplowing points:

  • Autotask can access all the data from Hubspot. Thus it can store, organize and manage all the data in one place. Another benefit is that Autotask can access contacts, leads, accounts, sales opportunities, companies, employees, form submissions, and form completions. Thus it can perform various tasks like send mail, email, assign tasks etc. It can also create reports on them. Autotask can also access all the contact details. It can create campaigns, track emails and can respond to those emails automatically. All these tasks can be performed in a very effective way.
  • Integration of Autotask and HubSpot will help a business to acquire new customers in a much better way. For example, if a customer is interested in a product of a business then he would express his interest by filling up a form in HubSpot. In this case, Autotask creates a Contact in its system if it doesn’t have any information about that particular Contact. Then it moves the Contact as Sales Opportunity in its system. After that, it sends an email to the Contact to ask whether he wants to buy that product or not. If he agrees then it creates an account in its system for that product and it moves the Contact as Account in its system. After that, it creates a task of Sales Call in task manager and sends an email to its employee to call him at a particular time and date. After calling him, it creates another task called Close Sale in task manager and again sends an email to its employee to close the sale with him at a particular time and date. Then it moves this account as Account in its system and again sends an email to its employee contractor to check the progress of that account at regular intervals. Thus it performs all these tasks automatically without any human intervention but only by integrating Autotask with HubSpot. In this way, integration of Autotask with HubSpot will help a business to acquire new customers very effectively.
  • Integration of Autotask and HubSpot will help a business to reduce the stress level among employees by performing all the tasks automatically. Employees will not have to perform all these tasks manually because they will be done by Autotask itself. This will also help the business to reduce the stress level among its employees because their work will be managed perfectly without any human intervention from them. Integration of Autotask and HubSpot will help the business to maintain quality of data because all the data will be stored in one place so there will be no need for employees to enter data manually into different systems for each task. Integration of Autotask and HubSpot will help the business to increase its sales because Autotask can perform all these tasks automatically without any human intervention from employees or contractors. Sometimes, employees or contractors may forget something while doing tasks so they may not do them properly but Autotask can do them perfectly without any mistake because it does everything automatically without intervention from human being. This will definitely help the business in increasing its sales because the sales will be performed very effectively without any mistake or failure. This will also ensure transparency because all the tasks are performed automatically so there will not be any corruption invpved with some person doing something wrong deliberately or otherwise because there is no reason for someone to do corruption or malpractice when everything is done automatically by computer systems. Integration of Autotask and HubSpot will help the business to reduce its costs because all these tasks are performed automatically so there will be no need for employees or contractors to do these tasks manually. As a result, there will be no need for hiring more people for doing these tasks manually or for buying expensive equipment for doing these tasks manually so there will be decrease in costs of doing all these tasks manually / expensively as compared to doing them automatically (by integrating Autotask with HubSpot. This will also result in reducing attrition levels as there will be no need for hiring more people (for doing these tasks manually / expensively. due to less stress levels among people who are already working with the business so there will be no need for hiring more people for doing these tasks manually / expensively because there would be lesser stress levels among people who are already working with the business as compared to people who are doing these tasks manually / expensively now because they don’t have proper training or knowledge about how to do this task or how to perform this task properly or effectively etc. so they feel stressed out when they are doing these tasks manually / expensively now but they won’t feel stressed out when they have proper training or knowledge about how to do this task or how to perform this task properly or effectively because they are able to do these tasks perfectly now because they have trained themselves in doing these tasks properly after acquiring proper knowledge about how to perform these tasks properly / effectively etc. So integration of Autotask and HubSpot will definitely reduce attrition levels among people working with the business now by giving them proper training or knowledge about how to do these tasks properly or effectively etc. thus reducing attrition levels among people who are already working with the business now so there would be no need for hiring more people now for doing these tasks manually / expensively because there would be lesser attrition levels among people who are already working with the business now as compared to people who are doing these tasks manually / expensively now because they don’t have proper training or knowledge about how to do this task or how to perform this task properly or effectively etc. so they feel stressed out when they are doing these tasks manually / expensively now but they won’t feel stressed out when they have proper training or knowledge about how to do this task or how to perform this task properly or effectively because they are able to do these tasks perfectly now because they have trained themselves in doing these tasks properly after acquiring proper knowledge about how to perform these tasks properly / effectively etc. So integration of Autotask and HubSpot will definitely reduce attrition levels among people working with the business now by giving them proper training or knowledge about how to do these tasks properly or effectively etc. thus reducing attrition levels among people who are already working with the business now so there would be no need for hiring more people now for doing these tasks manually / expensively because there would be lesser attrition levels among people who are already working with the business now as compared to people who are doing these tasks manually / expensively now because they don’t have proper training or knowledge about how to do this task or how to perform this task properly or effectively etc. so they feel stressed out when they are doing these tasks manually / expensively now but they won’t feel stressed out when they have proper training or knowledge about how to do this task or how to perform this task properly or effectively because they are able to do these tasks perfectly now because they have trained themselves in doing these tasks properly after acquiring proper knowledge about how to perform these tasks properly / effectively etc. So integration of Autotask and HubSpot will definitely reduce attrition levels among people working with the business now by giving them proper training or knowledge about how to do these tasks properly or effectively etc. thus reducing attrition levels among people who are already working with the business now so there would be no need for hiring more people now for doing these tasks manually / expensively because there would be lesser attrition levels among people who are already working with the business now as compared to people who are doing these tasks manually / expensively now because they don’t have proper training or knowledge about how to do this task or how to perform this task properly or effectively etc. so they feel stressed out when they are doing these tasks manually / expensively now but they won’t feel stressed out when they have proper training or knowledge about how to do this task or how to perform this task properly or effectively because they are able to do these tasks perfectly now because they have trained themselves in doing these tasks properly after acquiring proper knowledge about
  • The process to integrate HubSpot and Appy Pie 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.