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Zoho CRM + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate Zoho CRM + Autotask

  • Zoho CRM Autotask

    Zoho CRM + Autotask

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

    Zoho CRM + Autotask

    Create Ticket to Autotask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Autotask Create Ticket
  • Zoho CRM Autotask

    Zoho CRM + Autotask

    Create Time Entry to Autotask from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Autotask Create Time Entry
  • Zoho CRM Autotask

    Zoho CRM + Autotask

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

    Zoho CRM + Autotask

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 Zoho CRM & Autotask Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Autotask.

    (2 minutes)

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

Integration of Zoho CRM and Autotask

Autotask is a cloud-based customer relationship management (CRM. software that helps organizations streamline their business processes. It offers a wide range of features such as lead tracking, billing, and inventory management. In addition to its CRM functionality, Autotask also provides a ticketing system that allows users to assign tasks to different teams. Zoho CRM is an online application that helps businesses manage customer relations, with features such as sales automation, marketing automation and professional services automation.

Integrating Autotask with Zoho CRM provides a number of benefits, including lower operating costs and faster time to market for new products. By integrating the two applications, users can set up e-mail alerts in Zoho CRM that notify them when a new lead is added. Also, using Autotask, they can create tickets for each lead and automatically assign them to specific team members in Zoho CRM. Furthermore, users can create customized reports using Autotask to access data from Zoho CRM. Instead of searching through multiple applications for information, the information is all available in one place.

After reviewing Autotask and Zoho CRM, it is clear that integration between the two enterprise applications provides a number of benefits. Integrating the two applications allows users to access all data in one place, eliminating the need to search through multiple applications. This feature alone can save companies a lot of time and money while improving productivity. Lower operating costs are another advantage of using both applications. By having one product that manages customer relations instead of two, companies can save money on licensing fees. The ability to create customized reports is yet another benefit of integrating Autotask and Zoho CRM. Users can create custom reports on any aspect of their business operations and export them into Excel for further analysis. Overall, integration between Autotask and Zoho CRM creates a more efficient workflow for businesses and can potentially increase productivity and profitability.

The process to integrate Zoho CRM 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.