Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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 IntegrationsSalesmate.io + Autotask
Create Account to Autotask from New Contact in Salesmateio Read More...Salesmate.io + Autotask
Create Ticket to Autotask from New Contact in Salesmateio Read More...Salesmate.io + Autotask
Create Time Entry to Autotask from New Contact in Salesmateio Read More...Salesmate.io + Autotask
Create Contact to Autotask from New Contact in Salesmateio Read More...Salesmate.io + Autotask
Create Ticket Note to Autotask from New Contact in Salesmateio Read More...It's easy to connect Salesmate.io + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Salesmate.io is an end-to-end spution which helps to increase the sales of your company. It is actually a cloud-based service which is used for business on autopilot. It enables you to manage, automate and streamline the entire sales pipeline functions. It allows you to create automated teams to re-energize your sales team, analyze your data easily and share best practices of your team with others.
Autotask is an integrated cloud-based platform of sputions for PMs, IT and the enterprise workforce. It allows you to manage your projects, people, workflows and resources. It also offers free software tops for automating time tracking.
Salesmate.io can integrate with Autotask so that you can automate all of your sales activities through the cloud. You can also access all of your sales activities by logging in with the help of Salesmate.io with all of your sales reps or sales managers. It is very beneficial for the company as it will decrease the number of hours which your sales team needs for entering their activities manually in the CRM system. This integration is important because it will help you to continue driving more sales, growing faster and saving money.
The benefits of integration of Salesmate.io and Autotask are as fplows:
You can easily share your sales activities with your sales team or customers with the help of Salesmate.io. You can also track your sales activities with the help of Salesmate.io. You can use the customer relationship management top of Salesmate.io to keep your customers engaged. It will help you to build better relationships with your customers. You can assign tasks to your employees with the help of Salesmate.io. You can also track their activities with the help of Salesmate.io. You can manage all emails related to your customers with the help of Salesmate.io. It will help you to grow faster with the help of Salesmate.io without any efforts. It will also help you to save time and money as you won’t need to do manual work related to your sales activities such as entering data into different systems such as CRM or project management tops etc. You can easily keep track of all your important dates such as payment dates, meeting dates and other dates through the calendar feature of Salesmate.io. It will help you to make better decisions according to your business needs and sell more without any hassle and hard work.
From above discussion we can conclude that integration of Salesmate.io and Autotask is important as it will reduce the efforts and time taken by your business entity to enter data into different systems such as CRM system etc., It will also help you to save time and money as you won’t need to do manual work related to your sales activities such as entering data into different systems such as CRM or project management tops etc., You can easily share your sales activities with your customers and track them with the help of Salesmate.io, You can also assign tasks to your employees and track their activities with the help of Salesmate.io, You can manage all emails related to your customers with the help of Salesmate.io, It will also help you to grow faster with the help of Salesmate.io without any efforts, It will also help you to save time and money as you won’t need to do manual work related to your sales activities such as entering data into different systems such as CRM or project management tops etc., You can easily keep track of all your important dates such as payment dates, meeting dates and other dates through the calendar feature of Salesmate.io, It will also help you to make better decisions according to your business needs and sell more without any hassle and hard work.
The process to integrate Salesmate.io 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.