Invoco's Integration with Autotask
Autotask is a great easy to use online CRM system for businesses, individuals and sales teams.
Creating new contacts and updating existing contact records
So when you receive a call to one of your numbers we’ll do a real-time lookup to your Autotask database and:
- If we find a contact that matches the caller’s number we’ll add a call note against that contact record and provide a link to the call recording in the Invoco portal, or;
- If we don’t find a contact that matches the caller’s number, we’ll create a new contact in Autotask automatically for you and provide a link to the call recording in the Invoco portal.
So now, as well as all of the online and email tracking that Autotask does so well, you now also have a comprehensive call history for that contact.
Desktop call notifications with real-time lookups into your Autotask system
See who’s calling you in real-time with desktop notifications linked to your Autotask system. Clicking on the notification will take you straight into the contact record as well!