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Apptivo + CloudTalk Integrations

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

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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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Apptivo + CloudTalk

  • Apptivo CloudTalk

    Apptivo + CloudTalk

    Create Contact to CloudTalk from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    CloudTalk Create Contact
  • Apptivo CloudTalk

    Apptivo + CloudTalk

    Update Contact in CloudTalk when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    CloudTalk Update Contact
  • Apptivo CloudTalk

    Apptivo + CloudTalk

    Create Contact to CloudTalk from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    CloudTalk Create Contact
  • Apptivo CloudTalk

    Apptivo + CloudTalk

    Update Contact in CloudTalk when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    CloudTalk Update Contact
  • Apptivo CloudTalk

    Apptivo + CloudTalk

    Create Contact to CloudTalk from New Customer in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    CloudTalk Create Contact
  • 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 + CloudTalk in easier way

It's easy to connect Apptivo + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & CloudTalk 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 CloudTalk 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 CloudTalk.

    (2 minutes)

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

Integration of Apptivo and CloudTalk

Apptivo

Apptivo is a comprehensive suite of software tops that includes CRM, marketing automation, sales force automation, project management, and cplaboration tops. Apptivo is used by companies with small to large teams. Teams use Apptivo to manage their internal communications, CRM, marketing and web analytics activities.

CloudTalk

CloudTalk is a cloud-based alternative to traditional telephone systems. It offers businesses the ability to have unlimited number of users and calls, voicemail and voicemail to email transcription, visual voicemail, conference calls, call recording, live support, and scheduling.

Integration of Apptivo and CloudTalk

Users can integrate Apptivo with Cloudtalk in order to build more efficient, productive and profitable teams. If you are looking for a way to improve your team’s efficiency and effectiveness, a CloudTalk – Apptivo integration will help you do just that. The integration allows you to connect your phone system with your CRM and other business applications. The resulting experience is more seamless and transparent than ever before.

Benefits of Integration of Apptivo and CloudTalk

Benefits of integrating Apptivo with CloudTalk include:

Productivity. Integrating CloudTalk with other business applications will make it easier for your team members to stay connected and cplaborate. You’ll be able to see what they are working on and keep track of their progress without having to interrupt them.

Integrating CloudTalk with other business applications will make it easier for your team members to stay connected and cplaborate. You’ll be able to see what they are working on and keep track of their progress without having to interrupt them. Communication. CloudTalk gives you the ability to communicate with your team more efficiently by instantly connecting your entire team with one another through voice calls, conference calls, or via email transcripts. You can also connect your customers to your team with live chat functionality.

The process to integrate Apptivo and CloudTalk 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.