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Autotask + Marketo

Create Autotask opportunities from new Marketo leads

Easily streamline your sales process with this marketing automation. When a New Lead is generated in Marketo, an Opportunity will be created in Autotask, ensuring your sales team effectively nurtures and pursues potential customers. Save valuable time and maintain consistency across your platforms with this efficient sales workflow.

Easily streamline your sales process with this marketing automation. When a New Lead is generated in Marketo, an Opportunity will be created in Autotask, ensuring your sales team effectively nurtures and pursues potential customers. Save valuable time and maintain consistency across your platforms with this efficient sales workflow.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form

    Trigger
    Scheduled
    Try It
  • Marketo triggers, actions, and search

    New Program

    Triggers when a new program is created.

    Trigger
    Scheduled
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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marketo logo
marketo logo

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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