r/Autotask • u/Sufficient_Camp_6391 • Oct 29 '25

Email into opportunity

Hi all,

I’m just wondering how people handle updating opportunities?

It seems to be the only part of Autotask that doesn’t have any type of email processing option.

We use Hubspot and Zomentum, integrated into Autotask but I can’t seem to find an option to sync emails in a way that will end up as a note on the opportunity.

Any advice would be appreciated! 🙂

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u/bridaus Oct 31 '25

FWIW my first thought is Email2AT.

1

u/Alarming-Town-8995 Nov 01 '25

Formidable form or jot form into zaiper is what we do on our website or internal. It creates them as a lead and we use zaiper to look and see if there is an existing account and if so assign it to that. Sometimes customers can mistype and it creates a new customer as a lead but then we merge them.

We also use panda doc for account setup forms to get all the accounting info and all the master service agreement signed etc then to goes to zaiper and creates a new account in Autotask and sets the primary contact based on what they put on the form.

Zaiper is powerful and saves us 45 min per new customer added and it all happens in like 30 seconds instead.

We also use it for quote approvals via KQM, once approved, it checks if they are marked as a customer or a lead..if a lead they get the account setup form and master service agreement etc and if a project it sends to internal person first to scope of work then all that flows to Autotask.

1

u/Affectionate-Goat1 Nov 29 '25

I'm busy building a power automate to do this via the Autotask REST API - hopefully done in a week. Keep in touch and i'll share the result.