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Apptivo + Chatter Integrations

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

  • 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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Chatter Integrations

Best ways to Integrate Apptivo + Chatter

  • Apptivo Chatter

    Apptivo + Chatter

    New Post in Feed Action in Chatter when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chatter New Post in Feed Action
  • Apptivo Chatter

    Apptivo + Chatter

    New Post in Feed Action in Chatter when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Chatter New Post in Feed Action
  • Apptivo Chatter

    Apptivo + Chatter

    New Post in Feed Action in Chatter when New Customer is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    Chatter New Post in Feed Action
  • Apptivo Chatter

    Apptivo + Chatter

    New Post in Feed Action in Chatter when New Opportunity is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    Chatter New Post in Feed Action
  • Apptivo Chatter

    Apptivo + Chatter

    New Post in Feed Action in Chatter when New Contact is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    Chatter New Post in Feed Action
  • 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 + Chatter in easier way

It's easy to connect Apptivo + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Apptivo & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Chatter

Apptivo is a cloud based business management software aimed at small and medium sized businesses. It allows customers to manage their customers, customers’ information and employees information from one place. The customers can track the activity of customers and customers’ information. It also helps customers to manage projects, tasks and action items. Through Apptivo customers can communicate with their customers through e-mail, regular mail, phone call or chat.

Chatter is a communication top that can help you cplaborate internally and externally with your team members, partners and customers. Chatter allows users to create discussion forums on any topic or project where users can post questions, answers and comments about the topic or project. Through Chatter users can send messages, comments and files to another user or group of users. Chatter provides features like status updates, direct messaging, threaded messaging and blogs.

Integration of Apptivo and Chatter

Apptivo is the best choice for the small and medium sized businesses because it has various features like time tracking, expense tracking, invoice management, work order management, task management, customer relationship management, customer support ticket management. With Apptivo small businesses can manage their time efficiently. By using Apptivo small business owners can increase productivity of their employees by automating tedious tasks. Apptivo saves money of the business by providing cost effective services to the business. It provides integration with other business tops like accounting system, billing system, ERP system etc. It makes data entry more efficient by integrating with other business tops. It provides accurate data entry because data is already exists in these business tops. Apptivo also integrates with social media sites like Facebook, Twitter etc. so that small business owners can advertise their product more effectively.

Benefits of Integration of Apptivo and Chatter

Through Apptivo small business owners can communicate with their customers through e-mail, regular mail, phone call or chat. It also allows customers to track the activity of customers and customers’ information directly from one place. Small business owners can manage projects, tasks and action items through Apptivo. Through Apptivo small business owners can view time sheet of their employees at any time. They can also monitor employee’s activities through Apptivo. Small businesses can improve their productivity with Apptivo because they can automate their business process by integrating with accounting system, billing system, ERP system etc. Small business owners can save money through the integration of Apptivo with other business tops because they don’t have to pay extra money for integrating these two tops. Small businesses can save money by using Apptivo because it has cost effective services.

In this article I have discussed about Apptivo and Chatter integration in detail. I have discussed the advantages of integrating Apptivo with Chatter in detail so that small business owners can use this information to improve their businesses with the help of Apptivo.

The process to integrate Apptivo and Chatter 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.