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Apptivo + Canny Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Canny

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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 Integrations

Best ways to Integrate Apptivo + Canny

  • Apptivo Canny

    Apptivo + Canny

    Change Post Status in Canny when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Canny Change Post Status
  • Apptivo Canny

    Apptivo + Canny

    Change Post Status in Canny when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Canny Change Post Status
  • Apptivo Canny

    Apptivo + Canny

    Change Post Status in Canny when New Customer is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    Canny Change Post Status
  • Apptivo Canny

    Apptivo + Canny

    Change Post Status in Canny when New Opportunity is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    Canny Change Post Status
  • Apptivo Canny

    Apptivo + Canny

    Change Post Status in Canny when New Contact is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    Canny Change Post Status
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Canny in easier way

It's easy to connect Apptivo + Canny without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    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.

  • Change Post Status

    Changes a post's status.

How Apptivo & Canny Integrations Work

  1. Step 1: Choose Apptivo 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 Canny 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 Apptivo to Canny.

    (2 minutes)

  6. 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.