Loading

Autotask + Email by Zapier

Create opportunities in Autotask from new inbound emails by zapier

Streamline your sales process with this efficient workflow. When you receive a new inbound email in your Email by Zapier app, an opportunity is immediately created in Autotask. This ensures that every potential lead from your emails is capitalized on, aiding in your business growth and success. It's a simple way to convert your communication into potential deals.

Streamline your sales process with this efficient workflow. When you receive a new inbound email in your Email by Zapier app, an opportunity is immediately created in Autotask. This ensures that every potential lead from your emails is capitalized on, aiding in your business growth and success. It's a simple way to convert your communication into potential deals.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
  • Autotask triggers, actions, and search

    New Contact

    Triggers when a new contact is found.

    Trigger
    Instant
    Try It
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Jira Software Server integrationsJira Software Server integrations

Jira Software Server

Project Management
NetSuite integrationsNetSuite integrations

NetSuite

CRM (Customer Relationship Management)
Odoo ERP Self Hosted integrationsOdoo ERP Self Hosted integrations

Odoo ERP Self Hosted

CRM (Customer Relationship Management)
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories