Integration
Autotask++Salesforce CRM & Support
The Only Official CRM & Support Integration Solution
Complete and Reliable
Fully Automated, pre-packaged connector to synchronize your Autotask and Salesforce apps. Keep your data consistent and up-to-date.
With Pre-built functionality we shorten the time from provisioning to production while reducing your risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI.
SUPPORTED EDITIONS
Supported Editions
Essentials
Premium
Unlimited
Supported Editions
Professional (Sales Cloud/Service Cloud)
Enterprise (Sales Cloud/Service Cloud)
Unlimited (Sales Cloud/Service Cloud)
Any other Salesforce products including:
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Analytics Cloud,
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Marketing Cloud,
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Pardot,
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Financial Services Cloud,
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Commerce Cloud,
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Salesforce DMP
OUR OFFERS
Your integration solutions are setup by our Professional Services, while our Managed Services maintain and support them.
Integration Setup
Pre-built Functionality
Contact us for a Quote
- Connector Provisioning and Connectivity Setup
- Field Mapping and Transformation review
- Data Integrity Diagnostics & Alignments
- User Acceptance Tests & Deployment to Production
Optional Custom Integration
Based on your Requirements
Contact us for a Quote based on your specific requirements
- Integration enhancements
- Integration to additional systems
- Self-Service Portal and Add-ons
- Any other Offerings
Monthly Subscription
Fully Managed Package starting at
$ 250.00
- Integration hosting and Security
- Monitoring, Optimization
- Maintenance, Support
- Notifications
SYNCHRONIZATION
Accounts
Contacts
Opportunities
Quotes
Tickets
...Fully Customizable
The Pre-built functionality can be enhanced to integrate additional objects and other systems/applications.
PRE-BUILT CONNECTOR SPECIFICATIONS
Connector Purposes
|
Synchronize your Account, Contact, and other data between Autotask and Salesforce. Provide an automated and reliable solution to sync your data when you need it most |
Centralized and Unified Integration Orchestration
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Using Cloud Integration infrastructure. |
Multipoint Integration Capability
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Data from other systems can be queried to complete or enhance your integration requirements. |
Integration Logic
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Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows |
Protocols
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Web Services/API |
Synchronization Triggers
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Defined Schedules. Can be manually overridden from our Self-service Portal |
International Considerations
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- Currency (Customizable) - Legal Compliance (GDPR) - Standard Compliance - Geo-based Provisioning and Operations |
Privacy & Security
|
Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm) |
Fully Managed |
Provisioning, maintenance, monitoring, and support of the entire systems infrastructure. |
Benefit-Cost Ratio
|
High. |
Specifications are subject to change without prior notice.
PARTNERS
Commercial Applications
AxeRoy builds Salesforce Applications to enhance the Salesforce functionality and facilitate its Integration with other applications and services.
Business & Technical Consulting
As a Salesforce certified consulting partner, AxeRoy provides expert services in both the development of Salesforce functionality and Systems Integrations.
Autotask Integrations Partner
SMBs and Enterprise Customers alike are able to leverage AxeRoy's Integration Connectors and Hubs to keep 2 or more of their systems synchronized.