Autotask + LeadConnector

Create and manage LeadConnector opportunities from new Autotask opportunities

Efficiently manage your sales pipeline by connecting Autotask and LeadConnector with this workflow. Whenever a new opportunity arises in Autotask, it will automatically update or add the opportunity in LeadConnector, ensuring that your sales team is always up to date and able to focus on closing deals. Stay organized and streamline your sales process with this seamless integration.

Efficiently manage your sales pipeline by connecting Autotask and LeadConnector with this workflow. Whenever a new opportunity arises in Autotask, it will automatically update or add the opportunity in LeadConnector, ensuring that your sales team is always up to date and able to focus on closing deals. Stay organized and streamline your sales process with this seamless integration.

  1. When this happens...
    AutotaskAutotask
    New Opportunity

    Triggers when a new opportunity is found.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • Company

    • Assigned To Resource ID

    Trigger
    Polling
    Try It
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.

Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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