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Mindmatrix-Autotask Integration

Customer Relationship Management (CRM) Marketing Automation Business Analytics & Dashboards

Busy MSPs who need to focus on their core business objectives will appreciate this time saving integration.  The key objectives of the integration are to:

  • Minimize duplicate data entry for MSPs
  • Automate communications with customers and prospects
  • Create a unified view of prospect/customer activities
  • Increase customer/prospect engagement
  • Provide a single point of usage for sales

Integration Features

  • Bi-directional contact sync that allows users to pull contact/lead data from Autotask to the Mindmatrix platform
  • High degree of flexibility as the frequency of data syncing between the applications can be adjusted to sync once per day or  as frequent as every 10 minutes or may be done manually. 
  • Nurture Autotask contacts via smart lead nurturing email and SMS campaigns.  
  • Web lead integration that allows for new lead information to be automatically pushed to the Autotask application once it reaches a specific, pre-set score level/interest level
  • Ability to create tasks for sales personnel based on certain lead/contact activity in the Autotask 
  • 360 Prospect/Customer insight
  • Day Zero Notifications