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Zapier makes it easy to integrate Autotask with Zoho CRM - no code necessary. See how you can get setup in minutes.

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Autotask
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Autotask
1. Choose trigger event
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Zoho CRM
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Zoho CRM
2. Choose action
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1. Select the event
Setup
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Autotask
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

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Zapier seamlessly connects Autotask and Zoho CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Autotask + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Zoho CRM

How do I start the integration between Autotask and Zoho CRM?

To begin the integration between Autotask and Zoho CRM, you'll need to set up a connection using our platform. Start by navigating to the integrations section in your account where you can select the apps to connect. You'll be prompted to provide authentication details for both Autotask and Zoho CRM. After completing these steps, you can configure specific triggers and actions that suit your workflow needs.

What triggers are available for Autotask in our integration platform?

Our integration platform provides several triggers for Autotask, including 'New Ticket', 'Updated Ticket', or 'New Project'. Each trigger allows you to initiate actions in Zoho CRM such as creating updates or logging information whenever a specified event happens in Autotask.

Can I perform actions in Zoho CRM from Autotask data?

Yes, after setting up triggers from Autotask, you can define specific actions within Zoho CRM. For example, when a new ticket is created in Autotask, an action can automatically create a corresponding task or note in Zoho CRM.

Is it possible to update existing records in Zoho CRM with data from Autotask?

Absolutely, our platform allows you to set up workflows where data updates in Autotask trigger changes or updates in existing records within Zoho CRM. This ensures that your information remains consistent across both applications.

How often do the integrations sync data between these two platforms?

Integrations usually sync data based on the frequency settings you've configured during setup. Depending on your plan and requirements, this can range from instant (real-time) updates to scheduled times throughout the day.

Are there any limitations when integrating custom fields between Autotask and Zoho CRM?

While standard fields are usually supported seamlessly, custom fields may require additional mapping during setup. Our support team is available to help ensure all necessary fields are properly synchronized between both systems.

Can multiple users collaborate on setting up these integrations?

Yes, our platform supports collaboration among multiple users for setting up integrations. Each user must have appropriate access permissions set within their respective accounts for both Autotask and Zoho CRM.

Practical ways you can use Autotask and Zoho CRM

Add new invoices to CRM

When a new invoice is generated in Autotask, Zapier creates a lead in Zoho CRM. This helps business owners track additional sales opportunities related to the clients and streamlines follow-up for unpaid invoices.

Business Owner
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Sync support tickets with CRM records

When a new ticket is created in Autotask, Zapier automatically creates a new entry in Zoho CRM, ensuring customer records stay updated. This reduces manual data entry and helps support agents access complete customer histories in one place.

Customer Support Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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    Trigger
    Instant
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    Trigger
    Instant
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  • Autotask triggers, actions, and search
    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Polling
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Learn how to automate Zoho CRM on the Zapier blog

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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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