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.
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.
Agendor IntegrationsIt's easy to connect Apptivo + Agendor without coding knowledge. Start creating your own business flow.
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.
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.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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The Apptivo spution is built on the core philosophy of ‘Software as a Service’. This means that these services are delivered over the internet to users, who can use it at any time and from any place. There is no need for installations or updates which helps organizations to save time and resources. The Apptivo spution is built on the core philosophy of ‘Software as a Service’. This means that these services are delivered over the internet to users, who can use it at any time and from any place. There is no need for installations or updates which helps organizations to save time and resources.
The Apptivo spution comprises of four major modules. CRM, Help Desk, Project Management and Sales. Each module is able to integrate with other modules to provide better business sputions to the companies. The Apptivo spution comprises of four major modules. CRM, Help Desk, Project Management and Sales. Each module is able to integrate with other modules to provide better business sputions to the companies.
Agendor is an innovative spution for management of projects, which provides complete tracking of each project, right from feasibility stage till completion. It stores all the project related information in one location so that anyone associated with the project can view updated project information easily. Agendor is an innovative spution for management of projects, which provides complete tracking of each project, right from feasibility stage till completion. It stores all the project related information in one location so that anyone associated with the project can view updated project information easily.
Apptivo CRM software can integrate with Agendor to provide complete sputions for businesses.
Integration of Apptivo CRM with Agendor makes complete business sputions available to business owners. It allows them to manage their customers, projects, inventory items and sales opportunities in one location. Integration of Apptivo CRM with Agendor makes complete business sputions available to business owners. It allows them to manage their customers, projects, inventory items and sales opportunities in one location.
Businesses can use Agendor to track all their projects including sales prospects in one place. They can easily view updated information about sales prospects by connecting with Apptivo CRM. Businesses can use Agendor to track all their projects including sales prospects in one place. They can easily view updated information about sales prospects by connecting with Apptivo CRM.
The integration allows businesses to get notified when there is an update in a particular customer or project through emails etc. The integration allows businesses to get notified when there is an update in a particular customer or project through emails etc.
Businesses can also use Apptivo CRM’s Salesforce data security options to restrict access to sensitive information like Salesforce user access list and password reset link etc. Businesses can also use Apptivo CRM’s Salesforce data security options to restrict access to sensitive information like Salesforce user access list and password reset link etc.
It also allows businesses to integrate data between Agendor and Apptivo CRM like contact list, projects, products, tasks etc. It also allows businesses to integrate data between Agendor and Apptivo CRM like contact list, projects, products, tasks etc.
The integration of Apptivo and Agendor helps businesses to manage their workflow process effectively and efficiently.
The process to integrate Apptivo and Agendor 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.