Autotask + Salesforce Integrations
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.
Account
SYNC FUNCTIONALITY
- One or Two-way sync of account data, including account hierarchy
- Account hierarchy synchronization
- Account segmentation with pre-mapped picklist values
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Maintain a single, unified view of your customer accounts
- Improved data visibility and accuracy, simplified account management, and enhanced customer insights
- Gain a deeper understanding of your customer accounts
Contact
SYNC FUNCTIONALITY
- One or Two-way sync of contact data, including contact relationships
- Contact enrichment with information from other sources
- Contact segmentation with pre-mapped picklist values
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Always have the latest contact information in both systems
- Better understand your customers and their needs
- Target your sales and marketing efforts more effectively
Opportunity
SYNC FUNCTIONALITY
- One or Two-way sync of opportunity data, including opportunity pipeline
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Manage your sales pipeline more effectively
- Forecast your sales more accurately
- Identify areas for improvement in your sales process
Quote
SYNC FUNCTIONALITY
- One or Two-way sync of quote data, including quote products and pricing
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Generate quotes more quickly and easily
- Automate your quote approval process
- Identify any bottlenecks in your quote approval process
Ticket & Notes
SYNC FUNCTIONALITY
- One or Two-way sync of ticket and Note data, including ticket routing and escalation
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Route tickets to the appropriate team members or departments
- Automate your ticket escalation process
- Generate better reports from your ticket data
Product & Pricing
SYNC FUNCTIONALITY
- One or Two-way sync of product and pricing data
PRE-BUILT FUNCTIONALITY
- Standard field mapping with custom fields mapping capability
- Pre-mapped picklist values
- Automatic data type adjustments
DIRECT/INDIRECT BENEFITS:
- Keep your product catalog synchronized between the two systems
- Automatically update your product pricing in Salesforce
- Manage your discounts in Salesforce and automatically apply them to quotes and orders
... and other Standard and Custom objects.
Our Connectors are fully customizable
The Pre-built functionality can be enhanced to support any of your processes or functionality.
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:
- Analytics Cloud,
- Marketing Cloud,
- Pardot,
- Financial Services Cloud,
- Commerce Cloud,
- Salesforce DMP
Pre-build Connector Specifications
Connector Purposes
Synchronize your Account, Contact, and other data between Autotask and Salesforce.
The AxeRoy connector provides an automated and reliable solution to sync your data when you need it most.
Multipoint Integration Capability
Data from other systems can be queried to complete or enhance your integration requirements.
Centralized and Unified Integrations
Using Cloud Integration infrastructure.
Integration Logic and Orchestration
Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows
Protocols
AxeRoy Connectors leverage the suggested vendor's protocols Web Services/API.
International Considerations
- Currency (Customizable)
- Legal Compliance (GDPR)
- Standard Compliance
- Geo-based Provisioning and Operations
Synchronization Triggers
Defined Schedules. You can override the schedules on demand from the Self-service Portal.
Privacy & Security
Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm)
Fully Managed
On your behalf, AxeRoy Provisions, Maintain, Monitor, and Supports the entire Systems Integration Infrastructure.
Low Cost-High Benefits
AxeRoy solutions provide low cost-high benefits to any organization looking to integration their systems. This is compared to companies implementing and maintaining their integrations internally, as well as comparing other third-party providers.
Offerings and Pricing
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
Monthly Subscription
Fully Managed Package starting at
$ 150 .00
USD/ month
Our standard plan provides a strong foundation with robust features. For additional needs, we offer customization to fit your unique requirements.
- Effortless Integration. Simplified Management
- High-performance, high-availability, secured
- Pre-built validation rules ensure data consistency
- Pre-built Connector with Customizable Options:
- Streamline data flow with pre-configured mapping, picklist correlations, and transformations - Infinite Scalability. Unmatched Flexibility:
Seamlessly handle growing data volumes with our scalable architecture - Custom functionality:
Gain granular control with customizable fields and workflows. (Expands on standard functionality) - Automated Data Sync:
Up to two Sync per day - 24/7 Monitoring
- Standard Support
Addons
Available upon request
Priced individually
- Access to Self-Service Portal
(Detailed logs, various parameters, Analytics, etc.) - High-frequency Data Sync
- Premium Support
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.