Apptivo + Canny Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Canny
- 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 Canny
Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.
Canny IntegrationsBest ways to Integrate Apptivo + Canny
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When this happens...
New Lead
Then do this...
Change Post Status
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When this happens...
New Case
Then do this...
Change Post Status
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Apptivo + Canny
Change Post Status in Canny when New Customer is created in apptivo Read More...When this happens...
New Customer
Then do this...
Change Post Status
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Apptivo + Canny
Change Post Status in Canny when New Opportunity is created in apptivo Read More...When this happens...
New Opportunity
Then do this...
Change Post Status
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Apptivo + Canny
Change Post Status in Canny when New Contact is created in apptivo Read More...When this happens...
New Contact
Then do this...
Change Post Status
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Canny without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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New Comment
Triggers when a new comment is created.
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New Post
Triggers when a new post is created.
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New Vote
Triggers when a new vote is created.
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Post Status Change
Triggers when a post's status is changed.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Change Post Status
Changes a post's status.
How Apptivo & Canny Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Canny as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Canny.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Canny
Apptivo is a cloud-based application, which functions as an integrated Salesforce application that can fulfill all your business needs. It enables you to focus on growing your business rather than dealing with the technicalities of managing your customer data. With Apptivo, you can manage your contacts, leads, accounts, notes, tasks, projects, quotes, invoices, etc., all in one place. The information about your customers, vendors, employees, products, orders, schedules, etc., are automatically updated within your system. The integration of Apptivo and Canny also helps you manage your marketing campaigns effectively. You can create opportunities through Apptivo, post them on Facebook or Twitter, then track them through Canny.
Integration of Apptivo and Canny
Apptivo and Canny integration allows you to connect to your clients and prospects through social media. Now, you can use social media to get in touch with people and grow your sales. Through Apptivo and Canny integration, you can monitor all your sales activities and generate leads instantly. When you choose to use Apptivo and Canny together, you become more efficient and effective in your sales process. With Apptivo and Canny integration, you can:
Create and manage leads and opportunities easily.
Send emails and SMS alerts to prospects and customers.
Send bulk SMS messages to customers for events such as payment reminders and invitations to webinars/events/sales calls etc.
Post updates on social media such as Facebook and Twitter.
Generate leads from social media sites such as Facebook and Twitter.
Track activity on social media sites such as Facebook and Twitter.
Benefits of Integration of Apptivo and Canny
Integration of Apptivo and Canny offers several benefits:
Appointment scheduling. You can schedule appointments easily using Apptivo and Canny integration. You can schedule appointments with your customers and prospects from within Apptivo when they fill out their contact forms. You can also schedule appointments with your customers when they fill out the form provided by the Google Calendar Appointment Form app in Canny. In both cases, the contact information is automatically passed from Canny to Apptivo when the appointment is scheduled in Canny.
Marketing campaigns. You can use Apptivo and Canny together to create marketing campaigns in a simple way. You can launch campaigns through Apptivo and track them in Canny. When a lead is generated through a marketing campaign launched in Canny using Apptivo integration, it will be added into the leads list in Apptivo. You can then fplow up with these leads from within Apptivo. You can also measure the success of these campaigns by monitoring the conversion rate from leads to customers in Canny. In this way, you can track leads created from marketing campaigns launched in Canny using Apptivo integration.
The process to integrate Apptivo and Canny 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.
