Skip to main content

Sync opportunities in Autotask

Problem is that we do not want to have everyone create opportunities from Salesbuildr, techs should be able to create them from Autotask and then those are synced to Salesbuildr.

Jira: TN-1917

Status: Done2 comments

Log in to comment and vote

Comments2

  • Victor Raessen

    Team•

    Mar 10

    **Rob Zwezereijn** (2022-05-27): I would like to import my active oppertunities in the platform and keep them in sync.
  • Victor Raessen

    Team•

    Mar 10

    **Patrick van den Eijk** (2025-10-10): Also when there are issues or a lot of changes, you don't want to manually sync all of the opportunities.