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.
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.Apptivo Integrations
Agile CRM + ApptivoAdd Employee in apptivo when New Ticket is created in Agile CRM Read More...
It's easy to connect Agile CRM + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
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.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Agile CRM is a cloud-based customer relationship management software spution. It offers you the freedom to manage your customers without the need to download any software. The software offers you over 40 pre-built integrations to help your business connect with customers more effectively.
Apptivo CRM Platform is a cloud-based, SaaS CRM platform that helps organizations to stay connected with their customers and improve their customer experience. Apptivo provides different adaptable forms of reports and dashboards for tracking the progress of your business.
Integration of Agile CRM and Apptivo has many benefits including increased efficiency, increased speed, cost savings, improved customer experience and integration of sales operations.
Integration of Agile CRM and Apptivo has many benefits to businesses as outlined above. Companies should therefore consider using this integration first before other sputions that may not provide them with the same benefits.
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.