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Quickly connect Autotask to Zoho CRM with a Zapier template.

Our most popular template

Create or update Zoho CRM module entries for new Autotask contacts
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Autotask + Zoho CRM
Update Autotask companies when new or updated Zoho CRM contacts are detected
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Zoho CRM + Autotask
Create Autotask contacts from new or updated Zoho CRM contacts
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Zoho CRM + Autotask

Create or update Zoho CRM module entries for new Autotask contacts

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Autotask + Zoho CRM

Update Autotask companies when new or updated Zoho CRM contacts are detected

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Zoho CRM + Autotask

Create Autotask contacts from new or updated Zoho CRM contacts

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Zoho CRM + Autotask

How Zapier works

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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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

You’re connected!

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

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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.

- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
Action
Write
- Company
Action
Write
- Opportunity
Action
Write
- Task
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- Contract ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- Quote
  Required
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Contract ID
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Contract ID
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
Action
Write
- Project
  Required
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Contract ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Contract ID
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Contract ID
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Learn how to automate Zoho CRM on the Zapier blog

About Autotask

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

HelpHelp

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Autotask and Zoho CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create or update Zoho CRM module entries for new Autotask contacts

Update Autotask companies when new or updated Zoho CRM contacts are detected

Create Autotask contacts from new or updated Zoho CRM contacts

Create or update Zoho CRM module entries for new Autotask contacts

Update Autotask companies when new or updated Zoho CRM contacts are detected

Create Autotask contacts from new or updated Zoho CRM contacts

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Autotask + Zoho CRM integrations

Practical ways you can use Autotask and Zoho CRM

Add new invoices to CRM

Sync support tickets with CRM records

Supported triggers and actions

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Connect Autotask to Zoho CRM on the world's largest no-code automation platform