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Apptivo Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Apptivo account with Appy Pie Connect

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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.

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How to Integrate Apptivo with Appy Pie Connect

Follow these steps to Integrate Apptivo:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Apptivo App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Apptivo account API key

  6. Your Apptivo app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Apptivo Integrations

  • Apptivo Gmail

    Apptivo + Gmail

    Create Draft to Gmail from New Lead in apptivo Read More...
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Create Draft
  • Apptivo Gmail

    Apptivo + Gmail

    Send Email in Gmail when New Lead is created in apptivo Read More...
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Send Email
  • Apptivo Gmail

    Apptivo + Gmail

    Create Label to Gmail from New Lead in apptivo Read More...
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Gmail Create Label
  • Apptivo Google Sheets

    Apptivo + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in apptivo Read More...
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Apptivo Google Sheets

    Apptivo + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in apptivo Read More...
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Apptivo Google Sheets

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Apptivo {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Here is a list of Apptivo Triggers and Actions

  • 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.

  • Find Employee

    Search employee using email address.

Step By Step Apptivo Integration Guide

  1. To integrate Apptivo at Appy Pie Connect, search and select the app from the app directory available at Connect. Now, select the service required and click the Continue button to move ahead with the integration.


  2. Click Connect an Account and enter the API Key of your registered Apptivo account in the popup form at Appy Pie Connect. Click Yes, Continue after filling in all the details.

    Note: To find the API Key and Access key - log in to your registered Apptivo account.
    Click the link to find the required details.


  3. Click Continue to reconfirm the Apptivo account integrated at Appy Pie Connect.


Common Issues With Apptivo At Appy Pie Connect

For now, there is no common issue related to the integration of Apptivo at Appy Pie Connect.
Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm

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