Integrate LinkedIn with Autotask

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About LinkedIn

LinkedIn is a social networking site that allows its users to network and connect with other professionals and organizations within the same industry. You can also use it for jobs, tackle business ideas, and grow your business connections.

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 LinkedIn + Autotask quick connects for faster integration? Here’s our list of the best LinkedIn + Autotask quick connects.

Explore quick connects

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Connect LinkedIn + Autotask in easier way

It's easy to connect LinkedIn + Autotask 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 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
  • Create Company Update

    A new update is created for your company page.

  • Create Share Update

    A status update sharing some content is posted.

  • 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 LinkedIn & Autotask Integrations Work

  1. Step 1: Choose LinkedIn 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 LinkedIn to Autotask.

    (2 minutes)

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

Integration of LinkedIn and Autotask

LinkedIn is a web-based business-oriented social networking service that operates from Dublin, California. The site allows users to create professional networks of contacts, keep track of jobs, and view current and previous employers of the user's contacts. The network was launched on May 5, 2003. It has since expanded rapidly, reaching 175 million registered users in less than 10 years.400 million people have accounts at LinkedIn.Autotask is a software company based in Kailua, Hawaii. It provides a cloud-based business management system (SMB. for IT service providers. The Autotask suite includes CRM, quoting, project management, support ticketing, time tracking and contract management modules. These products are used by IT service providers to manage their sales pipeline, customer relationship management and day-to-day operations.It serves over 1 million small businesses worldwide and more than 60,000 IT service providers in 55 countries.The two companies will work together to help their customers get the most out of their LinkedIn and Autotask accounts. This will help the users to be more organized with the way they use both the accounts.

Integration of LinkedIn and Autotask

The integration of LinkedIn and Autotask will provide many benefits to the users of both the accounts. Many users were not able to access all the features offered by LinkedIn because they did not have an account at Autotask. It also made it difficult for them to access the information from both the sites as they had to log in again into each account separately. With this integration, the users will be able to access all the features from both the accounts at one place and will also be able to access information from both the sites without logging in repeatedly.All the information about existing customers found on your LinkedIn profile will automatically appear on your Autotask account. This will help you to save a lot of time while sending mass mailings to your contacts about your products or services.The integration of these two accounts will prove beneficial for the companies as well as the users. It will help them to grow their customer base by connecting with more professionals from different industries who may be looking for something similar to what they offer. They can easily reach out to a larger number of potential customers through LinkedIn and target them with their products or services.With this integration, you can also see which of your contacts are also Autotask customers and view all the contact details from LinkedIn in one place. You can also see which of your contacts have been awarded with Customer Excellence Awards on LinkedIn and fplow-up with them if you think that there is something that you can do to help them grow further.This integration helps you to find new opportunities so that you can grow your client base and increase your revenue. You will be able to find new customers by searching for keywords related to your field of work on LinkedIn and then contacting them directly using Autotask’s messaging platform. This feature helps you to engage with customers easily and quickly by creating a direct line of communication between you and the customer without going through all the hoops.Autotask’s innovative products like ChatBot and WebChat will also benefit from this integration. It will help ChatBot to understand the requirements of the customers better as it can access more information about them from its database using Autotask’s API. This will also allow WebChat to connect with more users through its live chat feature and provide them with better services. This integration will also allow you to log in into your Autotask account using your LinkedIn username and password and vice versa using your Autotask credentials to login into your LinkedIn account. This seamless integration will make it easier for professionals to log in into both accounts simultaneously without having to remember any passwords.The two companies are planning on making it easier for the customers who use both their services by adding more integrations between their products in the future. This integration will help customers simplify their business operations by accessing all their essential data at one place instead of logging in into different accounts separately for each type of information.Autotask has a similar partnership with another social networking website XING as well. You can also integrate your XING and Autotask accounts using XING Connect Adapter which makes it easy for you to manage your contacts through one platform only instead of having separate accounts for different purposes at different websites.This integration helps you stay organized by keeping track of all the important events taking place in your life through one single calendar that is accessible through both your accounts simultaneously .

Benefits of Integration of LinkedIn and Autotask

Integrating LinkedIn and Autotask will help you to grow your business faster by allowing you to reach out to a larger number of customers through LinkedIn at one place instead of managing several accounts separately. It allows you to contact a large number of potential customers without having to remember multiple passwords due to the smooth connection between technpogies offered by these two companies. You can easily use Autotask’s product features like WebChat and ChatBot along with other products offered by LinkedIn like Calendar, Contacts etc., thereby saving a lot of time while operating your businesses effectively. You can also get detailed information about your contacts on both platforms through this integration making it easier for you to establish a connection with them when necessary. It will also help you get notified about any updates related to your contacts instantly through quick notifications on both platforms making it easier for you to stay updated on everything related to your contacts on time always.

The process to integrate LinkedIn 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 March 14,2023 02:59 pm