Autotask Integration – Why it is Needed?

PSA software plays a key role in managing core business processes that includes project management, resource management, invoicing and time tracking. Autotask is a popular PSA tool and is essentially a suite of software applications that eliminates the need to maintain separate standalone applications for various processes. The software suite helps to streamline business functions as well as assists in organizing business concepts such as resource allocation. Hence Autotask integration with your existing business management platform can help to improve operational efficiencies.

By integrating your existing system with Autotask, you will get greater visibility into your processes, which is critical to run business profitably. Integration will allow you to synchronize and exchange data between your existing platform and Autotask. Many prefer to integrate their CRM system with Autotask that ensure synchronization of Accounts and Contacts. For instance, when a new account is found in Autotask, automatically a lead is generated in CRM.

Quite a few companies prefer to integrate their quoting software with Autotask. This integration ensures automatic transfer of data and eliminates manual intervention. For instance, if you create an opportunity in Autotask, you can easily create a quote against that opportunity in a quoting software.  The text fields such as customer, address, etc., that are required to create a quote are auto-populated in the quoting tool. Hence, Autotask PSA integration with quoting software provides an easy to create quotes quickly.

Also, when you convert a sales quote into a sales order in your platform, the opportunity status is automatically updated in Autotask. For instance, if a sales quote is lost, the opportunity status in Autotask will be automatically updated as Lost. However, if the sales quote translates into sale, then the opportunity status in Autotask will be automatically updated as Won. There is no need to manually update Autotask every time you make changes in your Quoting platform.