Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Want to explore Agendor + Apptivo quick connects for faster integration? Here’s our list of the best Agendor + Apptivo quick connects.Explore quick connects
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Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
The word “agenda” comes from the Latin, “agenda” which means “things to be done”. The agenda is a list of items to accomplish, for example, items on an agenda may include meetings, birthdays, hpidays, and other events that an individual or group wants to remember. Therefore, an agenda is a schedule of planned events to be completed within a given time. Agendor (www.agendor.com. is a basic web-based application designed to help businesses manage their day to day operations, while Apptivo (www.apptivo.com. is a cloud-based business management software designed to help businesses automate their work processes and provide real-time working data.
The integration of Agendor and Apptivo will improve the companies’ productivity in managing day to day tasks/activities, while saving time and effort in searching for data that are important in business management.
Integration of Agendor and Apptivo will enable the companies to execute faster transactions by eliminating duplication work between departments. The integration will also allow the companies to take decisions quickly by providing up-to-date information. For instance, when there is need to make decisions based on historical data, the integration will provide the historical data in an easy way. The integration will eliminate human errors during data entry. For instance, if someone enters wrong data into Agendor, the same data will be entered into Apptivo with correct data. The error will occur once, but it will be corrected immediately. The integration will enable tracking of open orders in Agendor by providing corresponding open orders in Apptivo in the same time period. This will help the companies to avoid duplicate processing of orders. For instance, when a customer places an order for three different products, the orders are processed in Agendor separately for each product, while in Apptivo, they are processed together because they are placed in one order. The integration will reduce overtime work because the companies will have access to historical data when processing orders. For instance, if a company needs to process an order for three products that are already in stock, the company can just process the order without sending such an order for approval of managers or superiors. Hence, employees can spend their time more efficiently. Also, the integration will help the companies to create reports based on historical data, which will allow them to plan better and save money by avoiding unnecessary purchases. For instance, if a company needs to buy products of a particular brand and model and its stock is zero, it can easily identify this by accessing the information on Agendor and Apptivo and making necessary adjustments accordingly. The integration of Agendor and Apptivo would also reduce paper work and increase productivity as all the information will be available online and employees do not need to go through such tedious paperwork as they do now (e.g., reports. The companies would also reduce costs as they can store all data on one storage device instead of having separate storage devices for each system (Agendor and Apptivo.
In conclusion, integration of Agendor and Apptivo would improve the companies’ productivity and save time and effort of employees by eliminating duplication work between departments and reducing paper work and thus increasing productivity as all the information will be available online and employees do not need to go through such tedious paperwork as they do now (e.g., reports.
The process to integrate Agendor and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
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