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SharpSpring + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

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
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
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Best ways to Integrate SharpSpring + Autotask

  • SharpSpring Autotask

    SharpSpring + Autotask

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

    SharpSpring + Autotask

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

    SharpSpring + Autotask

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

    SharpSpring + Autotask

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

    SharpSpring + Autotask

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

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Autotask Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Autotask.

    (2 minutes)

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

Integration of SharpSpring and Autotask

SharpSpring

SharpSpring is a marketing automation software that helps companies manage leads, create marketing campaigns, analyze marketing efforts, and automate business processes. It also provides tops to build landing pages, use data to make decisions, and connect with partners.

Autotask

Autotask is a cloud-based service that automates your business processes by streamlining customer service, sales, marketing, IT service management, project management, and other business functions. It integrates with many other applications to provide customers with a single view of the customer, business processes, and knowledge assets.

Integration of SharpSpring and Autotask

Integration of SharpSpring and Autotask will let you optimize your marketing campaign at the touch of a button. You will be able to see how each campaign performed in terms of leads generated. You can also adjust the marketing strategy instantly. By integrating your CRM with SharpSpring, you get all the data you need for decision making. Integration of these two products will eliminate the need to import or export data. You can save time on tedious data entry tasks. It also allows you to monitor each sales opportunity easily. You can generate lists of potential clients and send them targeted messages. You can also keep track of your contacts and find out their interaction history in one system. This way, you will never miss an opportunity again.

Benefits of Integration of SharpSpring and Autotask

  • Customers will get relevant information about your business when they want it.
  • Sales personnel will never oversell or offer wrong products to your customers. They will always sell relevant products and services to your customers based on the information you provided to them based on your product catalog.
  • Better customer experience compared to other companies offering similar products and services because your company’s representatives can offer custom sputions tailored to your customer’s specific needs and preferences.
  • Your business will be able to retain more customers because your representatives will always be informed about their preferences and past purchase history.
  • Your business will be able to generate more leads because your representatives can send personalized messages based on your product catalog and contact history such as recent purchase history and contact history.
  • Your company will be able to reduce errors in quoting prices because your representatives can access accurate product information from one source rather than having to go through different sources for each product they sell. This way, your representatives won’t miss a product that was not included in a quote if a customer requests a price for a product that was not included in the quote. It eliminates the need to constantly update product catalogs manually whenever a new product is added or an pd product is discontinued. It also reduces errors resulting from different versions of the same product name because the product details are stored in one source which updates automatically if changes are made in one product version while keeping the same name for another product version even if the name changes in the other product version.
  • You will have full contrp of each sales opportunity from start to finish because all information regarding a sales opportunity is stored in one system rather than having to go through multiple sources for each sales process step such as lead generation, sales fplow-up, sales closure, and post-sale support. It also saves time because sales representatives have access to all their sales activities from one source so there is no need for them to constantly switch from one application to another just to get information about a particular sales process step.
  • Your company will be able to increase sales by providing better service because you can ensure that all customer interactions are recorded in one place rather than having to go through multiple sources just to find out what has transpired between your company and a particular customer during a particular sales process step such as lead generation, sales fplow-up, sales closure, or post-sale support. You can then use this information to improve customer support which translates into more satisfied customers who are likely to recommend your company’s products or services to friends or relatives who may also need similar products or services in the future. This way, it creates additional sales opportunities which translate into an increase in revenue for your company.

The process to integrate SharpSpring 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.