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Apptivo + Deskpro Integrations

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

  • 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 Deskpro

Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

Deskpro Integrations

Best ways to Integrate Apptivo + Deskpro

  • Apptivo Deskpro

    Apptivo + Deskpro

    Add Message to Ticket in Deskpro when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Deskpro Add Message to Ticket
  • Apptivo Deskpro

    Apptivo + Deskpro

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

    Apptivo + Deskpro

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

    Apptivo + Deskpro

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

    Apptivo + Deskpro

    Create Ticket to Deskpro from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Deskpro Create Ticket
  • 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 + Deskpro in easier way

It's easy to connect Apptivo + Deskpro 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 Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    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.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Apptivo & Deskpro 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 Deskpro 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 Deskpro.

    (2 minutes)

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

Integration of Apptivo and Deskpro

Apptivo is a cloud-based small business management software designed for SMBs. It is a lightweight, easy to use and low cost software for managing customer relations, sales and marketing, invoicing, HR and finance. Deskpro is a Zoho Sales product that integrates with Apptivo.

Integration of Apptivo and Deskpro

The integration of Deskpro and Apptivo is simple to set up. Deskpro installation can be done in just three steps:

  • Install and configure Apptivo on your server.
  • Create a Deskpro account within Apptivo by going to Settings > Integrations > Add integration. After signing up for an account, you will be asked to select a plan. You can choose between Personal ($40 per month. and Business ($70 per month. After choosing the plan, enter your domain name to confirm the domain ownership. You will receive an email from Zoho detailing how to authorize the integration by adding the Zoho code to your application. You will then receive another email from Zoho where you will be able to customize the integration settings.
  • After configuring the integration, you can activate it by clicking on the “Activate” button under “Integration Status”.

Benefits of Integration of Apptivo and Deskpro

There are a number of benefits of integrating these two applications. The main benefit is the ease of use. The software is very intuitive and easy to understand even without any support from your IT team or any training from Deskpro/Zoho. It is also easy to track your business activity with this integrated software. You can keep up with your customers’ activities as well as monitor their growth over time. As for billing, all your billing information can be stored in one place and easily created according to your needs. You can also create invoices that can be sent directly in PDF format after making necessary changes to them through the app. This saves you a lot of time since you do not have to go back and forth between systems to make changes to your invoices or other records. You can also benefit from the integration of Zoho Invoice and Zoho Billings into Apptivo, as they are able to connect and exchange data with each other so that you can manage your business more effectively. Overall, the integration of these two products will save you plenty of time and effort as you do not have to keep entering information in different places.

The process to integrate Apptivo and Deskpro 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.