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Agile CRM + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Agile CRM + Apptivo

  • Agile CRM Apptivo

    Agile CRM + Apptivo

    Add Employee in apptivo when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Apptivo Add Employee
  • Agile CRM Apptivo

    Agile CRM + Apptivo

    Create Lead to apptivo from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Apptivo Create Lead
  • Agile CRM Apptivo

    Agile CRM + Apptivo

    Create Opportunity to apptivo from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Apptivo Create Opportunity
  • Agile CRM Apptivo

    Agile CRM + Apptivo

    Create Case to apptivo from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Apptivo Create Case
  • Agile CRM Apptivo

    Agile CRM + Apptivo

    Create Contact to apptivo from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Apptivo Create Contact
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Apptivo in easier way

It's easy to connect Agile CRM + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Agile CRM & Apptivo Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Apptivo

In today’s business world, customer-oriented businesses are increasingly becoming a competitive force. In this case, CRM software plays a vital rpe in the success of a company. CRM is a system that deals with customer information in a way that allows a business to know its customers’ behavior and preferences. It also provides a platform for a company to engage with its customers in a more competitive way. CRM Software can be used in various industries such as healthcare, banking, government, travel, etc.

According to the Gartner report, by 2015, more than 80% of large companies will be using CRM systems. Therefore, the demand for CRM software is increasing rapidly due to the growing number of companies using it.

Agile CRM is a cloud-based software that provides multiple functionalities for a company to engage with its customers in a competitive manner. It is a web application that can be accessed from anywhere and has a wide range of features for making business management easy and effective. Its features include:

Analytics & Reporting

Project Management (Time Tracking)

Appointment Scheduling (Calendar)

Social Media Integration (Facebook, LinkedIn)

Sales Pipeline (Visual Dashboard)

Email Marketing (MailChimp / Constant Contact)

Customer Relationship Management (CRM)

Contact Management (Address Book)

Lead Tracking (CRM Connector)

Account Management (Dropbox/Box/Google Drive/Onedrive)

Task Management (Trello)

Integrations (Zapier / Google Sheets / Salesforce / Slack)

Appointment Setting & Fplowups (ConvertKit / Infusionsoft / MailChimp / Constant Contact / HubSpot / Zoho CRM / Freshbooks / Gmail)

Sales Enablement (Jira)

Social Selling (TweetDeck)

Interactive Dashboards (Chartio)

As Apptivo is another popular and widely used CRM app, integration between Agile CRM and Apptivo makes sense because Agile CRM and Apptivo both have some common functionalities. Both provide advanced analytics and reporting features. Also, they both offer marketing and sales support features such as appointment scheduling, contact management, lead tracking, account management, task management, social selling, etc. The key difference between the two applications is that Apptivo has fewer integrations than Agile CRM. Agile CRM offers more integrations than Apptivo including the ability to connect to Salesforce, which is one of the popular tops for managing customer data. Furthermore, Agile CRM has more features than Apptivo including ability to connect to Gmail. However, Apptivo is easier to use than Agile CRM.

The process to integrate Agile CRM 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.