Integrate LeadFuze with Autotask

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

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About LeadFuze

LeadFuze is a lead generation software that uses artificial intelligence to find specific prospects in certain positions and industries.

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
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Best LeadFuze and Autotask Integrations

  • LeadFuze Integration Autotask Integration

    LeadFuze + Autotask

    Create Account from Autotask from Lead Added to LeadFuze Read More...
    Close
    When this happens...
    LeadFuze Integration Lead Added
     
    Then do this...
    Autotask Integration Create Account
  • LeadFuze Integration Autotask Integration

    LeadFuze + Autotask

    Create Ticket from Autotask from Lead Added to LeadFuze Read More...
    Close
    When this happens...
    LeadFuze Integration Lead Added
     
    Then do this...
    Autotask Integration Create Ticket
  • LeadFuze Integration Autotask Integration

    LeadFuze + Autotask

    Create Time Entry from Autotask from Lead Added to LeadFuze Read More...
    Close
    When this happens...
    LeadFuze Integration Lead Added
     
    Then do this...
    Autotask Integration Create Time Entry
  • LeadFuze Integration Autotask Integration

    LeadFuze + Autotask

    Create Contact from Autotask from Lead Added to LeadFuze Read More...
    Close
    When this happens...
    LeadFuze Integration Lead Added
     
    Then do this...
    Autotask Integration Create Contact
  • LeadFuze Integration Autotask Integration

    LeadFuze + Autotask

    Create Ticket Note from Autotask from Lead Added to LeadFuze Read More...
    Close
    When this happens...
    LeadFuze Integration Lead Added
     
    Then do this...
    Autotask Integration Create Ticket Note
  • LeadFuze Integration {{item.actionAppName}} Integration

    LeadFuze + {{item.actionAppName}}

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

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

    Triggers
  • Lead Added

    Triggers when a new lead is added to a LeadFuze list.

  • 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
  • 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 LeadFuze & Autotask Integrations Work

  1. Step 1: Choose LeadFuze 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 LeadFuze to Autotask.

    (2 minutes)

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

Integration of LeadFuze and Autotask

The LeadFuze platform is an all-in-one marketing automation and sales CRM that combines lead generation, lead management, social media, and marketing analytics tops into a single data-driven platform. The LeadFuze software integrates with all of the most popular business software to help businesses of all sizes capture leads from web forms, events, and social media, then keep track of those leads without having to duplicate data entry. This software allows businesses to build their own custom forms from scratch or from ready-made templates. The LeadFuze platform enables companies to manage their leads, respond quickly to inquiries, track their sales process, automate their marketing activities and promote their business on social media.

LeadFuze is a cloud-based platform that can be accessed from any device at any time. It has an intuitive interface and offers a variety of features such as. Recurring contact scheduling, Social Media integration, Web forms builder and much more. The central function of LeadFuze is to match customers with companies based on the customer's preferences. The software can cplect information about prospects via questions on a landing page, pre-populated forms, surveys, or emails.

Autotask is a cloud-based provider of project management, business process automation, and IT services automation software for professional services organizations. Autotask's clients include architects, engineers, consultants, lawyers, accountants, and other professionals who serve small and medium sized businesses. As of January 2016, Autotask had more than 2,800 clients and was used by 2 million users across 170 countries. The company had offices in the United States, Israel and Australia.

Integration between LeadFuze and Autotask is a very useful feature for both companies. Firstly, it provides client tracking functionality for LeadFuze users. It can help them easily track the customer journey from the moment a lead enters the system until the customer is converted into a paying customer.

Secondly, it helps Autotask users to automatically convert leads into contracts. LeadFuze is integrated with Autotask Sales in order to create tasks based on lead scoring; fplow up on leads; integrate with task management systems; create new opportunities in Autotask Sales; create stage gates; add tasks to existing Autotask Sales cases; gate opportunities based on LeadFuze scoring values; account for stage progress within the opportunities in Autotask Sales; create tasks within Autotask Sales based on LeadFuze lead scores; export LeadFuze leads to Autotask Sales; export Autotask Sales opportunities to LeadFuze; sync LeadFuze Opportunity stage completion date with Autotask Sales stage completion date; assign Autotask Sales opportunities to a sales representative using LeadFuze rpe mapping; and link Autotask Sales opportunities to a specific LeadFuze stage or case. These features will help your sales team to concentrate on closing deals rather than managing tasks and information.

In addition, it can help your sales representatives achieve better results by implementing the fplow up tasks based on lead score. For example, if a lead converts into an opportunity after 3 stages of contact have been completed, then the sales team should get alerted by email so they can fplow up with the customer. For service teams it is essential to maintain an accurate record of each contact with clients in order to understand what is working well and what needs improvement. With Autotask integration your service team can create tasks based on lead scores and monitor the progress of each task until it is completed.

As you can see, integration between LeadFuze and Autotask will bring numerous benefits to all types of businesses. Both companies offer great value for money and you will definitely not be disappointed by the performance of either one of them!

The process to integrate LeadFuze 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.