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Zapier makes it easy to integrate Autotask with Pipedrive - 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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Pipedrive
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Pipedrive
2. Choose action
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1. Select the event
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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 Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Autotask and Pipedrive, automating your workflow.

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
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  • Autotask triggers, actions, and search
    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Polling
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    • Company
    • Assigned To Resource ID
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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Connect Autotask and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Autotask to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Autotask + Pipedrive integrations

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

How can I set up an integration between Autotask and Pipedrive?

To set up an integration between Autotask and Pipedrive, you will need to use our platform to create custom workflows. This involves selecting triggers from Autotask, such as 'New Project Created' or 'Task Updated', and connecting them to actions in Pipedrive like 'Create Deal' or 'Update Person'. The setup is intuitive with our user-friendly interface.

Can I automate the addition of deals in Pipedrive based on project completions in Autotask?

Yes, you can automate this process by setting a trigger for 'Project Completed' in Autotask, which then initiates the action 'Create Deal' in Pipedrive. This ensures that each project completion seamlessly translates into a new deal entry.

What kind of data mappings are involved when integrating these two platforms?

When integrating Autotask with Pipedrive, data mappings involve specifying how information from fields like 'Client Name', 'Project Title', and 'Due Dates' are transferred from Autotask into corresponding fields within Pipedrive's system. You can customize these mappings within our platform.

Is there a way to sync contacts automatically between Autotask and Pipedrive?

Certainly. By setting triggers such as 'New Contact Added' in either system, you can configure actions that synchronize these contacts across both platforms. This ensures contact lists remain accurate and up-to-date automatically.

Does the integration support updating existing deals in Pipedrive based on changes in Autotask?

Yes, updates in Autotask can trigger changes within existing deals in Pipedrive. For example, if a project's budget or timeline is updated, those changes can automatically adjust the details of related deals via our integration services.

What happens if there's an error during the automated workflow execution?

Our platform provides detailed error logs and notifications if issues arise during workflow execution. You can easily access these logs to identify problems and fix any incorrect mappings or connection issues promptly.

Are there any limitations on the types of actions that can be automated between these platforms?

Typically, the spectrum of automatable actions reflects those available natively within both systems. While most standard activities like creating or updating entries are supported, some complex customizations may require additional configuration or API keys for seamless operation.

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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 Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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