PSA integration: Autotask today, ConnectWise coming soon
Sell in Gabriel. Deliver in your PSA.
Gabriel's PSA integration brings your companies and contacts in, and pushes your companies, contacts and opportunities out, so sales and service work from the same records. It works with Autotask today, and ConnectWise is coming soon.
No credit card required.Call 1-918-777-7011
Import, push and auto-sync
Import
Bring in companies (pick company types; include inactive), with their contacts and locations. Or import just the contacts you sell to, with filters that include your user-defined fields.
Push
Send companies (name, phone, website, address, type, and owner on first push), their contacts, and opportunities with monthly revenue, one-time revenue, term and expected close date.
Auto-sync
After the first push, editing a linked company, contact or opportunity in Gabriel updates it in Autotask.
Which way each record goes
| Action | Direction | Records |
|---|---|---|
| Import | Autotask → Gabriel | Companies, contacts, locations |
| Push and auto-sync | Gabriel → Autotask | Companies, contacts, opportunities |
Set up in 4 steps
- 1Create an API Integration User in Autotask.
- 2Enter the username and secret in Gabriel.
- 3Click Test connection.
- 4Map owners and company types.
Built to avoid duplicates
- Duplicate check on push: choose Link & Update or Create New.
- Creates that were never confirmed are held for review.
- A sync-issue queue with Retry.
- Admins are notified when a sync fails.
Good to know
- Changes made in Autotask don't flow back to Gabriel.
- Opportunities, tickets and contracts can't be imported from Autotask.
- Opportunity stage and won/lost aren't sent, so close deals in Autotask too.
- Mobile phone and Autotask user-defined fields aren't synced on push.
- Automations can't create Autotask records. Read the Autotask help article.
Connect your PSA in your free trial.
The PSA integration is included in every plan and self-serve, including during the 14-day trial.
No credit card required.
PSA integration questions, answered
Does the integration cost extra?
No. It's included in the one Gabriel plan at $249/month for up to 5 users.
Can I try it during the free trial?
Yes. The PSA integration is self-serve, including during the 14-day trial.
Do changes in Autotask come back to Gabriel?
No. Sync goes one way, from Gabriel to Autotask. Importing brings companies, contacts and locations in from Autotask.
Do won and lost deals update in Autotask?
No. Opportunity stage and won/lost status aren't sent, so close the deal in Autotask too.
See if Gabriel fits your team in 14 days.
Every feature, every integration, no credit card. If it isn't right for you, walk away.
No credit card required.Call 1-918-777-7011