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  2. Zendesk Sell
  3. Integrations
  4. Autotask

Zendesk Sell + Autotask Integrations

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

  • No code
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  • Lightning Fast Setup
Zendesk Sell Integrations
About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 Zendesk Sell + Autotask

  • Zendesk Sell Autotask

    Zendesk Sell + Autotask

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

    Zendesk Sell + Autotask

    Create Ticket to Autotask from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Autotask Create Ticket
  • Zendesk Sell Autotask

    Zendesk Sell + Autotask

    Create Time Entry to Autotask from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Autotask Create Time Entry
  • Zendesk Sell Autotask

    Zendesk Sell + Autotask

    Create Contact to Autotask from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Autotask Create Contact
  • Zendesk Sell Autotask

    Zendesk Sell + Autotask

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

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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.

Show All

How Zendesk Sell & Autotask Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Autotask.

    (2 minutes)

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

Integration of Zendesk Sell and Autotask

Zendesk Sell is a business software that is used to manage the sales process. Sales teams can use this software to create custom workflows, automate tasks, and share data across an entire team. Zendesk Sell comes with its own CRM that allows users to keep track of all their interactions with customers. The implementation is easy, just requires a few clicks. The company was founded in 2007 by Mikkel Svane, Morten Primdahl, and Alexander Aghassipour. It is based in San Francisco, California.

Autotask is a web-based task automation top. It helps users to improve productivity by automating their everyday tasks. The software is designed for small companies that need to be more efficient in their daily operations. The company was founded in 2001 by Bryan O’Keefe. Autotask is headquartered in Redwood City, California.

Integration of Zendesk Sell and Autotask

Sales teams can use Zendesk Sell to improve their workflow. They can create custom workflows using the software’s drag-and-drop interface. The integration of Zendesk Sell and Autotask will make it easier for sales teams to manage their day-to-day activities.

Benefits of Integration of Zendesk Sell and Autotask

The benefits of integrating Zendesk Sell and Autotask include:

Automation of daily tasks. The software helps teams focus on more important things rather than attending to mundane tasks. The platform makes it possible to automatically schedule outbound campaigns, draft fplow-up emails, and get reminders for upcoming tasks.

Integration with other software. The software provides an interface so that data can be easily shared with other applications such as Google Drive, Dropbox, and Salesforce. This integration makes it easier for users to get access to more information than what they have in the software itself.

Customization. Users can customize the software according to their preferences. For instance, they can choose whether or not to have a view of the day’s task list on the dashboard. They can also choose from a variety of pre-defined templates for different types of tasks.

Cplaboration. Team members can cplaborate using the software because it allows them to share notes and manage customer interaction through a single platform. They can also have a record of each task that they have accomplished during the day because the software automatically logs their work.

Conclusion

Zendesk Sell and Autotask integrate seamlessly to help sales teams manage their day-to-day activities effectively. The integration makes it possible for users to focus more on important tasks rather than spending time on tedious ones.

The process to integrate Zendesk Sell 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.

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