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Mautic + Autotask Integrations

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

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About Mautic

Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.

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 ways to Integrate Mautic + Autotask

  • Mautic Autotask

    Mautic + Autotask

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

    Mautic + Autotask

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

    Mautic + Autotask

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

    Mautic + Autotask

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

    Mautic + Autotask

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

    Mautic + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Form Entry

    Triggers when a form is submitted.

  • New Marketing Message

    Triggers when new marketing message created.

  • New Text Message

    Triggers when new text message created.

  • Updated Contact

    Triggers when a contact updated.

  • 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 Marketing Message

    Create a marketing message.

  • Create Text Message

    Create a text message

  • Create or Update Contact

    Creates a new contact or updates and 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.

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

How Mautic & Autotask Integrations Work

  1. Step 1: Choose Mautic 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 Mautic to Autotask.

    (2 minutes)

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

Integration of Mautic and Autotask

Mautic

Mautic is a marketing automation platform that helps you create customer experiences that drive higher revenue and engagement. It allows you to engage customers at every stage of the buyer’s journey, automate your processes and workflows, attract and nurture leads, and measure and analyze marketing performance.

Mautic’s Marketing Automation Platform is a comprehensive spution for marketing teams. It combines the essential tops marketers need to engage customers, track success and measure ROI. Mautic’s core marketing functionality includes. marketing automation, lead management, email marketing and live chat.

Autotask

Autotask is a complete project, resource and customer management system for IT service providers who deliver professional services. With its powerful project management capabilities, Autotask helps IT service providers increase project visibility, accountability and profitability.

R2integrated provides Autotask support, Autotask hosting and Autotask integration services. With our Autotask integration expertise, we can help you grow your business with easy-to-use integrations with the tops you already use every day – like Salesforce and Zendesk – and simplify your existing sputions with out-of-the-box integrations like Google Apps and SugarCRM.

Integration of Mautic and Autotask

Mautic offers sputions to your marketing needs but it can be challenging to manage multiple platforms. With the integration of Mautic and Autotask, you will have a single software spution that can handle all your needs from marketing to project management.

The integration enables you to have a unified view of your customers across both platforms so you can see your entire customer base in a single dashboard. Thus the integration of Mautic and Autotask reduces time spent managing multiple platforms and gives you a single spution to manage all your needs from marketing to managing projects.

Benefits of Integration of Mautic and Autotask

The benefits of the integration of Mautic and Autotask include:

Marketing Automation – You can create automated marketing campaigns that will increase the number of contacts that are sent to the Autotask system. Thus, you will save time since you don’t have to manually send the contacts to the system. Live Chat – The integration enables you to seamlessly integrate live chat with other customer support tops. This way, you can answer any questions or concerns the customers may have before they even contact you. Lead Management – You can integrate your customer database so if someone fills out a form on any of your platforms, all the information is automatically saved in one place. Project Management – You can assign projects to individuals by using their Autotask information rather than having to send them an email. Task Management – You can assign tasks by using their Autotask information so if someone has an open task related to a project, it will show up in the task list. Email Campaigns – With this feature, you can send emails to individuals who are managed by Autotask. This way, you don’t have to create separate lists just for Autotask subscribers. Reports – You can create reports based on any data saved in Autotask like projects or tasks for example. Workflows – You can build workflows based on actions triggered by events occurring in Autotask like when a new account is created or when an account is overdue for payment for example. With this feature, you can trigger an action like sending an email or creating an Autotask ticket for example. Integrations – You can integrate with other systems like Salesforce or SugarCRM by using the API provided by Mautic. This way, you can easily transfer all relevant data into your CRM without having to do it manually. Custom Fields – If you want to add custom fields to your contact records in either Mautic or Autotask, the integration makes it possible without any extra effort. Custom Tasks – You can assign custom tasks to contacts rather than having all tasks being assigned to users on the account level. Metrics – You can view metrics based on work performed on Mautic including leads generated, leads captured, leads sent to sales, leads converted into opportunities or closed opportunities for example. Metrics based on work performed on Autotask including number of accounts created, number of accounts closed or number of projects started for example. Campaign Tracking – If you are using A/B testing features in Mautic, you will be able to monitor all test results in Autotask as well.

The process to integrate Mautic 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.