Looking for Formstack Sync (formerly Bedrock Data)? You're in the right place!

Pre-built Autotask & Infusionsoft integration

  • Integrate Infusionsoft & Autotask companies, contacts & opportunities
  • No code whatsoever to map data & manage rules
  • Multi-directional sync keeps data aligned between both systems
  • Autotask's preferred marketing integrator, using Autotask's REST API & supporting both cloud & on-premise
  • Certified partner of both Infusionsoft & Autotask
Infusionsoft Autotask

Bidirectionally sync & de-duplicate data across Infusionsoft & Autotask

Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.

As new data records are created (contacts, accounts, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates – and as records update, they remain aligned. You won’t run into the data duplication issues that you'll get with one-way sync processes.

Autotask Infusionsoft Connectors
Autotask Infusionsoft Connectors

Automate segmentation of Autotask data via Infusionsoft

Sync Autotask account and contact data to Infusionsoft, to power your segmentation and targeting for Infusionsoft campaigns.

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Give sales visibility to key Infusionsoft data in Autotask

Infusionsoft gathers key information on prospects and manage them through contact fields or tags.

Map these fields to Autotask so that your sales reps can see this key Infusionsoft intelligence quickly and easily, natively in the interface they use every day.

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Autotask Infusionsoft Connectors
Autotask Infusionsoft Connectors

Feed opportunity data from Autotask to Infusionsoft

Infusionsoft has powerful reporting leveraging sales opportunity data.

Formstack Sync automatically connects opportunities in Autotask back to Infusionsoft to populate opportunity data that wouldn’t otherwise be possible.

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Our Infusionsoft-Autotask Object Mapping

Company (Read, Create, Update)
Company (Read, Create, Update)
Contact (Read, Create, Update) - including reading tags
Contact (Read, Create, Update)
Opportunity (Read, Create, Update)
Opportunity (Read, Create, Update)
Read = Formstack Sync can pull data for use in another system
Create = Formstack Sync can create a new record in this system
Update = Formstack Sync can update existing records in this system

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Let's discuss your Infusionsoft-Autotask integration

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