Autotask

Autotask is a platform that provides management solution by combining CRM, service desk, time and expense, projects, billing, etc. It allows IT businesses to optimize their workflow and work more efficiently by accessing the analytics needed. Use Autotask to set monitoring policies: email alerts, auto-response, dashboard lookup, auto-resolution. Keep contracts, emails and customer notes in a single place; manage SLA levels, agreements' details, escalation paths. Monitor your project's profitability, track events in your workflow and make sure your service is up-to-date with built-in project management module. CRM module allows to see tickets, tasks, SLAs and analyze the most important metrics that influence your customer service. With time and billing module you can create invoices with customizable information and apply time and expenses automatically to any contract type. Increase your revenues, improve customer satisfaction and run a business more efficiently.

Why integrate Autotask with SendPulse?

Integrating Autotask with SendPulse, you don't have to manage your mailing list manually because Zapier does it. Once the integration is set up, every new contact added to Autotask will create a subscriber in SendPulse mailing list automatically. Keep your mailing list up-to-date and reinforce the workflow with email marketing automation.

How do you connect Autotask to SendPulse?

Integrating Autotask with SendPulse unites these two simple tools to benefit your business. Just follow these steps:

  • Create Autotask account
  • Create a new mailing list in your SendPulse account
  • Make Autotask to SendPulse zap using Zapier with SendPulse integration
  • Set the kind of interaction you want between these two platforms
  • Set the trigger email you want to send to your contacts

See our Knowledge Base to learn more about Zapier integration.

If you have any questions on how to connect Autotask to SendPulse with the help of Zapier, please feel free to contact us.

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