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

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Supported Editions

Essentials

Premium

Unlimited

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Supported Editions

  Professional (Sales Cloud/Service Cloud)

  Enterprise (Sales Cloud/Service Cloud)

  Unlimited (Sales Cloud/Service Cloud)

  Any other Salesforce products including:

  • Analytics Cloud,

  • Marketing Cloud,

  • Pardot,

  • Financial Services Cloud,

  • Commerce Cloud,

  • 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


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    • Connector Provisioning and Connectivity Setup
    • Field Mapping and Transformation review
    • Data Integrity Diagnostics & Alignments
    • User Acceptance Tests & Deployment to Production

     

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    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

     

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    Monthly Subscription

    Fully Managed Package starting at

    $ 250.00

    / month
    • Integration hosting and Security
    • Monitoring, Optimization
    • Maintenance, Support
    • Notifications

     

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    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
    		Using Cloud Integration infrastructure.
    Multipoint Integration Capability
    		Data from other systems can be queried to complete or enhance your integration requirements.
    Integration Logic
    		Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows
    Protocols
    		Web Services/API
    Synchronization Triggers
    		Defined Schedules. Can be manually overridden from our Self-service Portal
    International Considerations

    - 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.

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    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.