Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.
As new data records are created (contacts, accounts, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates – and as records update, they remain aligned. You won’t run into the data duplication issues that you'll get with one-way sync processes.
Sync Autotask account and contact data to Infusionsoft, to power your segmentation and targeting for Infusionsoft campaigns.
Infusionsoft gathers key information on prospects and manage them through contact fields or tags.
Map these fields to Autotask so that your sales reps can see this key Infusionsoft intelligence quickly and easily, natively in the interface they use every day.
Infusionsoft has powerful reporting leveraging sales opportunity data.
Bedrock Data automatically connects opportunities in Autotask back to Infusionsoft to populate opportunity data that wouldn’t otherwise be possible.