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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 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

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

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 increased efficiency in tasks such as marketing, lead generation and customer support. It has made it easier to send out mass emails to customers; also inquiries can be tracked automatically.
  • Integration of Agile CRM and Apptivo has made it easier to manage leads as well as track their progress due to integration of marketing automation tops within the software.
  • Integration of Agile CRM and Apptivo has helped companies save money by integrating financial management tops within the software. This is because these tops are already paid for in the subscription fee. Also, it has helped companies save money on IT costs since there is no need for you to build an internal system for tracking financial data.
  • Integration of Agile CRM and Apptivo has allowed companies to improve their customer experience by having real-time access to every customer’s details and history. This way, you can better serve your customers by knowing their preferences and past orders.
  • Integration of Agile CRM and Apptivo has enabled companies to integrate sales operations such as forecasting, forecasting reports, opportunity management, pipeline management, etc.
  • 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.