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  4. Getting started with the Autotask integration
  1. Home
  2. Knowledge Base
  3. How To
  4. Getting started with the Autotask integration
Our Autotask integration lets you map your sales and support forms to opportunities and tickets in Autotask, saving you the effort of inputting data into Autotask.

STEP 1: Configure SiteSpot to connect to Autotask

  • Configure your account details in the admin under Forms > Settings > Autotask
  • You can use any Autotask user account that can create contacts, customers, opportunities and tickets. We recommend creating a specific user account for the integration if possible.
  • You can also configure your default ticket priority and queue here. We recommend this as it will save you from doing it with every form.
  • Click update settings when done.

STEP 2: Map your form fields to your Autotask fields

Each form needs to be mapped to your desired fields in Autotask.

  • Go to the 'Forms' section in your SiteSpot admin panel.
  • Hover over 'settings' under the form you wan, and click on 'Autotask' as below
  • Create a new feed
  • Map the fields to your needs.
  • You can hover over the question marks to help you find your queue id's etc

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