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Freshworks CRM Autotask Integration using AI Agents

Appy Pie Automate allows you to Integrate Freshworks CRM with Autotask using AI Agents

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Simplify Freshworks CRM Autotask Integration with seamless setup

Easily set up Freshworks CRM Autotask Integration without coding. Start automating your workflows and Integrate Freshworks CRM with Autotask today.

How Freshworks CRM and Autotask Integrations Work

Follow the steps below to start setting up your Freshworks CRM integrations using Appy Pie Automate: using Appy Pie Automate:

  1. Steps

    Step 1: Select Trigger

    Choose Freshworks CRM as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Autotask as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Autotask account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Freshworks CRM to Autotask & your AI Agent is ready!

Popular Templates for Freshworks CRM and Autotask Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Freshworks CRM Integration
  • Autotask Integration

Create Account to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Account

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Time Entry to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Time Entry

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Contact to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Contact

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket Note to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Ticket Note

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Ticket in Autotask when New Appointment is created in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Update Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Opportunity in Autotask when New Appointment is created in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Update Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Opportunity to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Appointment to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create Appointment

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create ToDo to Autotask from New Appointment in Freshworks CRM

  1. When this happens:

    New Appointment

  2. Then do this:

    Create ToDo

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Account to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Account

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Time Entry to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Time Entry

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Contact to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Contact

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket Note to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Ticket Note

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Ticket in Autotask when New Task is created in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Update Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Opportunity in Autotask when New Task is created in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Update Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Opportunity to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Appointment to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Appointment

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create ToDo to Autotask from New Task in Freshworks CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create ToDo

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Account to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Account

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Time Entry to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Time Entry

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Contact to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Contact

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket Note to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Ticket Note

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Ticket in Autotask when New Completed Task is created in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Update Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Opportunity in Autotask when New Completed Task is created in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Update Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Opportunity to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Appointment to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create Appointment

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create ToDo to Autotask from New Completed Task in Freshworks CRM

  1. When this happens:

    New Completed Task

  2. Then do this:

    Create ToDo

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Account to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Account

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Time Entry to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Time Entry

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Contact to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Contact

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket Note to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Ticket Note

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Ticket in Autotask when New Contact is created in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Update Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Opportunity in Autotask when New Contact is created in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Update Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Opportunity to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Appointment to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Appointment

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create ToDo to Autotask from New Contact in Freshworks CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create ToDo

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Account to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Account

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Time Entry to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Time Entry

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Contact to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Contact

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Ticket Note to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Ticket Note

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Ticket in Autotask when New Deal is created in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Update Ticket

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Update Opportunity in Autotask when New Deal is created in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Update Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Opportunity to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Opportunity

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create Appointment to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create Appointment

Use template for free
  • Freshworks CRM Integration
  • Autotask Integration

Create ToDo to Autotask from New Deal in Freshworks CRM

  1. When this happens:

    New Deal

  2. Then do this:

    Create ToDo

Use template for free

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Frequently Asked Questions

Page reviewed by Abhinav Girdhar  | Last Updated on November 3, 2024, 1:47 am

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