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This integration synchronizes contacts between Autotask and weclapp.
In this implementation Autotask is your main CRM database regarding contacts. New contacts or changes on existing contacts can be transferred to weclapp to make sure in both solutions the most recent information is available. If there is a relation between a contact and a company in Autotask, then this relation will also be used in weclapp, considering the fact of course that the company also exists in weclapp.
If in both solutions contacts already exist it is important to manually create a connection between two similar contacts first (based on email address), before using the integration to update contacts. Non-existing contacts will be created automatically when running this solution.
This link can be executed manually or automated via our scheduler which can be set-up in the link settings. After every transfer a log can be viewed on our platform or via mail. This log will show you the contacts that were created/updated and/or the ones that failed (including the reason why).
Do you still have some questions? Please feel free to drop us an email or contact us by phone!
The following manuals are relevant for the set-up and use of this specific integration:
No, this integration can be cancelled on a monthly basis
Yes, on the ApplicationLink platform you can review the log file of every transfer. This log file can also be send to a pre-assigned email address in the link settings
By clicking on the play button manually on the ApplicationLink platform or by setting up the scheduler in the link settings for an automated transfer
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front
