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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).
Video
Currently we are creating new demo videos of our solutions. As soon as a new demo video has been produced we will add it to our website.
For more information, questions, quotes, etc. you can contact us by phone or email. Would you like to schedule a demo? Please go to our home page and use the Calendly scheduler to book a date and time.
Interesting facts
- One flat monthly fee despite the number of contacts transferred to or updated in WeClapp
- Only update your CRM database in one solution
- Non-existing contacts in WeClapp will be created automatically
- This integration is part of the account sync and is free of charge
Manuals
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- WeClapp application login
- Autotask to WeClapp contact sync link creation
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Will we be able to check what the result was of a transfer?
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
How can we execute the link/integration?
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
How are we going to be invoiced?
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front.
