Salesbuildr for Autotask

Salesbuildr natively integrates with Datto Autotask PSA.

Companies, contacts, opportunities and quotes
are automatically created and kept in sync in Autotask PSA when you create an opportunity or quote in Salesbuildr.

When you make changes to products, service and labour in Salesbuildr, Autotask is automatically updated.

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Product management

Autotask PSA Integration Features

Opportunities

Opportunities created in Salesbuildr are automatically created in Autotask.

  • Select existing companies and contacts from Autotask PSA
  • Create and update underlying quotes and proposals
  • Automatically set the opportunity stage and status based on the status of your quote
  • When a quote is approved, the PDF and customer comments are automatically uploaded to Autotask

Quotes

Quotes and line items are instantly created in Autotask and kept in sync whenever your make changes

  • When a quote is approved, the PDF and customer comments are automatically uploaded to Autotask
  • Get notified whenever a quote is viewed by your customer
  • Quote audit trails provide your with visibility into events
  • Use smart link to instantly open the opportunity, qoute, customer or contact in Autotask PSA

Companies

Your companies in Autotask PSA are available in Salesbuildr, including any user defined fields your have created.

  • Changes to companies and contacts are instantly processed in Salesbuildr using Autotask PSA webhooks
  • Create documents, contracts, quote and proposal templates and use company fields as dynamic merge fields

Contacts

Your contacts in Autotask PSA are available in Salesbuildr, including all relevant fields.

  • Manage contact specific permissions and business rules
  • Manage permissions and business rules for pricing, discounts order confirmations and approval workflows

Products

Salesbuildr pulls in your non-recurring products from Autotask and enables you to order them in customer friendly categories and subcategories.

  • Easily clean up your existing legacy product catalog
  • Automatically enrich products and services with information, cost, markup and price from connected distributors
  • Automatically update your products in Datto Autotask PSA with name, description, cost, markup and sales prices

Services

Automatically pull your recurring services from Autotask PSA into Salesbuildr anytime you create or update new services with services codes that are mapped to Salesbuildr.

  • Salesbuildr automatically pulls in new and updates services so you can use them in proposals and quotes
  • Updates you make in Salesbuildr are instantly syncronised to Datto Autotask PSA

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Seamless distributor integrations

Automatically pull in product information, pricing and availability from leading distributors. By using cloud marketplace integrations from Ingram Micro, TD Synnex or Pax8, pricing for services are automatically updated so your proposals are always correctly priced.

Labour

Salesbuildr pulls in your roles from Autotask so you can use them in your qoutes, proposals and self service store.

  • Hours are added as labour quote line items in Datto Autotask PSA
  • Pre-define description, cost and sales price for each role in Autotask
  • Automatically update your products in Datto Autotask PSA with name, description, cost, markup and sales prices

Shipping

Shipping types that have been setup in Autotask can be used on quotes and proposals.

  • Pre-define cost and sales price for each shipping type trough Salesbuildr
  • Set rules to automatically add shipping to quotes and proposals based on the product category

Vendors

Use vendors that are setup in Datto Autotask PSA as custom supplier for products

  • Update products in Autotask with cost prices from vendors
  • Define custom or special bid prices from vendors and automatically update the product entity in Autotask

Inventory

Pull your product inventory from Autotask into Salesbuildr

  • Choose the warehouse you would like to synchronise
  • Set alerts and notifications for items that fall below a specific stock level

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