At TRIdigital, we are always looking for ways to help you grow your business. What better way than to integrate our IT marketing efforts with your PSA? We are currently beta testing an integration of our marketing with both ConnectWise and Autotask. Early testing looks great and we are just waiting for final approval from ConnectWise and Autotask to begin offering this new level of service for your IT marketing campaigns.

Our integration will connect your email marketing results to your ConnectWise or Autotask database, as well as web form submissions made on your website so you can easily track new opportunities for MSP leads.

TRIdigital AutoTask and ConnectWise Integration

Email Marketing

When people execute a call to action from an email, ConnectWise and Autotask will automatically tag that person as an opportunity in your contact database. As the people continue to take action on each new email you send out, the contact information in either ConnectWise or Autotask will be updated with notes. You will have a complete history of actions each person has taken, allowing you to narrowly target your leads and engage in more effective sales calls.

Web Form Submissions

When people visit your MSP website and fill out a form to get more information, join your mailing list, or request a consultation – their contact record will be updated in your database for ConnectWise or Autotask. If the person is not already in your prospect list, they will be added, along with notes showing what kind of information the prospect was interested in. You’ll be able to see at a glance if a prospect has filled out more than one form, if they are interested in the Cloud or Managed Services, and tailor your marketing messages directly to their specific interests.

Take Your IT Marketing to the Next Level

We are really excited about this upcoming integration and look forward to announcing the launch date very soon!

Help Us Help You!

This is just our starting point for complete integration with your line of business applications. We want to improve the integration to help you even more, so we’re going to ask you for some feedback and a wishlist from you. Please, let us know what you would like to see in the comments below:

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4 replies
  1. Giovanni Sanguily
    Giovanni Sanguily says:

    Hi everyone. This is version 1.0 of our integration. We want to evolve it even further but we need your help to do so. Give us a wish list of what you would like to see in a marketing integration for your PSA. Just write them down here in the comments below.

    Reply
  2. Giovanni Sanguily
    Giovanni Sanguily says:

    Hi everyone. This is version 1.0 of our integration. We want to evolve it even further but we need your help to do so. Give us a wish list of what you would like to see in a marketing integration for your PSA. Just write them down here in the comments below.

    Reply

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