Integrate Salesforce with Autotask

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Autotask Integrations

  • Salesforce Integration Autotask Integration

    Salesforce + Autotask

    Create Account to Autotask from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Autotask Integration Create Account
  • Salesforce Integration Autotask Integration

    Salesforce + Autotask

    Create Ticket to Autotask from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Autotask Integration Create Ticket
  • Salesforce Integration Autotask Integration

    Salesforce + Autotask

    Create Time Entry to Autotask from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Autotask Integration Create Time Entry
  • Salesforce Integration Autotask Integration

    Salesforce + Autotask

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

    Salesforce + Autotask

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Autotask Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Autotask.

    (2 minutes)

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

Integration of Salesforce and Autotask

Salesforce?

Salesforce is a customer relationship management (CRM. software and cloud computing company that was founded in 1999. It develops and markets a customer relationship management system, which helps companies to track and manage their sales leads, sales opportunities, contacts, and customers. It is available as a cloud computing service, including online website products, email, calendar, and other cplaboration features. The Force.com platform allows developers to create apps that integrate into the other services and applications. Salesforce also provides companies with professional services to build custom applications specific to their business processes.

Autotask?

Autotask Corporation develops and markets software for the IT business process outsourcing industry. The software is used by IT consultants, MSPs (managed services providers), VARs (value-added resellers), system integrators, and enterprise IT organizations to manage their accounts receivable, project management, time tracking, billing, and customer relationship management. It has offices in Toronto, Ontario, Canada; Atlanta, Georgia; Boston, Massachusetts; San Francisco, California; Austin, Texas; London, UK; Sydney, Australia; and Manila, Philippines.

Integration of Salesforce and Autotask

With integration of Salesforce and Autotask, we can now synchronize all data from Autotask directly to Salesforce. This synchronization of data between two different systems has made the work of administrators more efficient since the data are synced automatically whenever changes are made either in one system or the other. This eliminates the need for manual entry of data into a system. Additionally, there will be no confusion on whether the data entered into one system are correct or not since they are viewed simultaneously in both systems. This makes it easy to verify whether the data entered into one system shows the same details as entered on the other. It also offers more accurate representation of data since there is always an automatic update whenever changes are made either in one system or the other. With this integration of Salesforce and Autotask, we can now access all information from Autotask directly through Salesforce without being required to log in to both systems at the same time.

Benefits of Integration of Salesforce and Autotask

There are several benefits of Salesforce and Autotask integration. For instance, it allows us to manage many records with greater efficiency since it eliminates the need for manual entry of data for each individual customer when any change occurs within a contact’s record on either side. There is also no need to search for previous records when any update occurs since these changes can be viewed immediately in both systems. It also saves time when comparing new records with pd ones since they are easily accessible by logging into only one system. It also eliminates inconsistencies in data since all updates are recorded automatically and displayed simultaneously in both systems. Additionally, it offers us greater accuracy when comparing new records with pd ones since all changes are automatically updated in both systems. Moreover, it keeps us organized since all information is available in one place instead of having to search for it across different systems while working on different projects. It also helps us to organize our work since all information is available in one place instead of having to search for it across different systems while working on different projects. This integration of Salesforce and Autotask also offers better security due to its centralized management capabilities since all data are stored in a single database. Therefore, there is no issue of losing important information due to server crashes or corruption of files that happens when information is stored in multiple locations. Additionally, this integration of Salesforce and Autotask helps us to obtain a greater visibility into our projects by giving us access to complete client information along with accurate time tracking reports. Hence, we can easily identify which projects have been completed and which projects still require work or are pending review from clients before submission to the relevant authorities for closure. This means that we can easily manage our time and resources by focusing on the projects that have been completed while closing the pending ones quickly using our records from both systems. It also helps us to improve our client service since we do not waste time searching for previous records or waiting for them to be manually entered into another system when any change occurs within a client’s record on either side. This integration of Salesforce and Autotask therefore offers us greater contrp over our work by allowing us to manage projects more efficiently than before since all records are updated automatically within both systems when any change is made either in one system or the other. Moreover, it gives us a better visibility into our work by making it easy to identify which projects have been completed and which projects still require work or are pending review from clients before submission to the relevant authorities for closure using our records from both systems. This means that we can easily manage our time and resources by focusing on the projects that have been completed while closing the pending ones quickly using our records from both systems. It also helps us to improve our client service since we do not waste time searching for previous records or waiting for them to be manually entered into another system when any change occurs within a client’s record on either side. Finally, this integration of Salesforce and Autotask helps us meet compliance requirements through easier access to accurate data strictly related to our projects without having to worry about complying with specific storage standards when required by law.

The process to integrate Salesforce 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.