Pre-built Autotask & Infusionsoft integration

  • Integrate Infusionsoft & Autotask companies, contacts & opportunities
  • No code whatsoever to map data & manage rules
  • Multi-directional sync keeps data aligned between both systems
  • Autotask's preferred marketing integrator, using Autotask's REST API & supporting both cloud & on-premise
  • Certified partner of both Infusionsoft & Autotask

Sync Inf Hub Autotask Installed

Bidirectionally sync & de-duplicate data across Infusionsoft & Autotask

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.

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Automate segmentation of Autotask data via Infusionsoft

Sync Autotask account and contact data to Infusionsoft, to power your segmentation and targeting for Infusionsoft campaigns.


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Autotask Screenshot

Give sales visibility to key Infusionsoft data in Autotask

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.


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Feed opportunity data from Autotask to Infusionsoft

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.


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Our Infusionsoft-Autotask Object Mapping

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Company

Company (Read, Create, Update)
Company (Read, Create, Update)

Contact

Contact (Read, Create, Update) - including reading tags
Contact (Read, Create, Update)

Opportunity

Opportunity (Read, Create, Update)
Opportunity (Read)

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Let's discuss your Infusionsoft-Autotask integration

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