Autotask + Zoho CRM

Autotask + Zoho CRM integrations

Create Autotask contacts from new or updated Zoho CRM contacts

Effortlessly keep your Zoho CRM and Autotask contacts in sync with this seamless workflow. Whenever there's a new or updated contact in Zoho CRM, it will instantly create or update a corresponding contact in Autotask. Streamline your client management process and ensure you always have up-to-date contact information across your platforms.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactTriggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
ActionWrite

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More things you can do with Zoho CRM and Autotask

Discover other triggers and actions you can use with Zoho CRM and Autotask

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
- Entry ID
  Required
- 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
- Entry ID
  Required
- 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
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
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
  Required
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
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
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
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- 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
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It
New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It
- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search

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 an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create or update Zoho CRM module entries for new Autotask contacts

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

Update Zoho CRM module entries when Autotask companies are updated