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.
Professional (Sales Cloud/Service Cloud)
Enterprise (Sales Cloud/Service Cloud)
Unlimited (Sales Cloud/Service Cloud)
Any other Salesforce products including:
Financial Services Cloud,
Your integration solutions are setup by our Professional Services, while our Managed Services maintain and support them.
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
Fully Managed Package starting at
- Integration hosting and Security
- Monitoring, Optimization
- Maintenance, Support
The Pre-built functionality can be enhanced to integrate additional objects and other systems/applications.
PRE-BUILT CONNECTOR SPECIFICATIONS
||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.
||Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows
||Defined Schedules. Can be manually overridden from our Self-service Portal|
- 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)|
|Provisioning, maintenance, monitoring, and support of the entire systems infrastructure.
Specifications are subject to change without prior notice.
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.