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Upsales + Autotask Integrations

How to connect Upsales + Autotask

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Supported triggers and actions

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How Upsales + Autotask Integrations Work

  1. Step 1: Authenticate Upsales and Autotask.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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upsales logo
upsales logo
upsales logo

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Related categories

  • CRM (Customer Relationship Management)
autotask logo
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 More

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