SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
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 IntegrationsSharpSpring + Autotask
Create Account to Autotask from New Account in SharpSpring Read More...SharpSpring + Autotask
Create Time Entry to Autotask from New Account in SharpSpring Read More...SharpSpring + Autotask
Create Contact to Autotask from New Account in SharpSpring Read More...SharpSpring + Autotask
Create Ticket Note to Autotask from New Account in SharpSpring Read More...It's easy to connect SharpSpring + Autotask without coding knowledge. Start creating your own business flow.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
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.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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 a Lead in SharpSpring.
Update a opportunity
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)
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(2 minutes)
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 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 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.
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.