Apptivo + Agendor Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Agendor
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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.
About Agendor
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 IntegrationsBest ways to Integrate Apptivo + Agendor
-
When this happens...
New Person
Then do this...
Add Employee
-
When this happens...
New Person
Then do this...
Create Lead
-
When this happens...
New Person
Then do this...
Create Opportunity
-
When this happens...
New Person
Then do this...
Create Case
-
When this happens...
New Person
Then do this...
Create Contact
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Agendor without coding knowledge. Start creating your own business flow.
-
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.
-
Deal Lost
Triggers when a Deal (Negócio) is set as lost.
-
Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
-
Deal Won
Triggers when a Deal (Negócio) is set as won.
-
New Deal
Triggers when a new Deal (Negócio) is created.
-
New Organization
Triggers when a new Organization (Empresa) is created.
-
New Person
Triggers when a new Person (Pessoa) is created.
-
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
-
Updated Deal
Triggers when a Deal (Negócio) is edited
-
Updated Organization
Triggers when an Organization (Empresa) is edited.
-
Updated Person
Triggers when a Person (Pessoa) is edited.
-
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 Apptivo & Agendor Integrations Work
-
Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Agendor as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Apptivo to Agendor.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Agendor
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.
