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Integrate Salesmate.io with Autotask

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Autotask

  • No code
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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io + Autotask

  • Salesmate.io Integration Autotask Integration

    Salesmate.io + Autotask

    Create Account to Autotask from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Autotask Integration Create Account
  • Salesmate.io Integration Autotask Integration

    Salesmate.io + Autotask

    Create Ticket to Autotask from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Autotask Integration Create Ticket
  • Salesmate.io Integration Autotask Integration

    Salesmate.io + Autotask

    Create Time Entry to Autotask from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Autotask Integration Create Time Entry
  • Salesmate.io Integration Autotask Integration

    Salesmate.io + Autotask

    Create Contact to Autotask from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Autotask Integration Create Contact
  • Salesmate.io Integration Autotask Integration

    Salesmate.io + Autotask

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

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Autotask Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Autotask.

    (2 minutes)

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

Integration of Salesmate.io and Autotask

Salesmate.io

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

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.

Integration of Salesmate.io and Autotask

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.

Benefits of Integration of Salesmate.io and Autotask

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.