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Apptivo + EngageBay Integrations

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

  • 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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Apptivo + EngageBay

  • Apptivo EngageBay

    Apptivo + EngageBay

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

    Apptivo + EngageBay

    Add Tag to Contact in EngageBay when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    EngageBay Add Tag to Contact
  • Apptivo EngageBay

    Apptivo + EngageBay

    Remove Tag From a Contact in EngageBay when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    EngageBay Remove Tag From a Contact
  • Apptivo EngageBay

    Apptivo + EngageBay

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

    Apptivo + EngageBay

    Add Contact to Sequence in EngageBay when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    EngageBay Add Contact to Sequence
  • 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 + EngageBay in easier way

It's easy to connect Apptivo + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

How Apptivo & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Apptivo and EngageBay

Apptivo

Apptivo is cloud-based software that makes it convenient for small businesses to manage their business. It allows the small businesses to deal with the daily tasks of running a business by allowing them to have an easy time tracking their sales, expenses, contacts, and other information related to their business. The software can be used by multiple people at the same time and it can be accessed on any device. Apptivo also comes with many features that are beneficial for a small business such as inventory management, accounting services, website creation, email marketing, and billing services.

EngageBay

EngageBay is an online store builder that allows you to create your own online store. The software helps you to customize your online store based on your needs and preferences. It also provides you with the option to add your own logo or video to your store. It helps you in setting up your own e-commerce website quickly and easily with just some simple clicks. You can also choose from thousands of themes that are available for you to use in your online store. You can choose a theme based on your preferences and then customize it according to your needs and preferences. You can also add items to your shopping cart and checkout using the software. The integration of this software with Apptivo is intended to provide ease of access to both the tops together.

Integration of Apptivo and EngageBay

Both the software – Apptivo and EngageBay – provide great benefits when used together. Both the softwares are powerful and useful in many ways. For example, if you use both the software together, you can schedule appointments with customers and employees at the same time. You will also be able to track your visitors’ behavior on the website and get insights regarding their interests so that you can make an effective plan for marketing campaigns.

Benefits of Integration of Apptivo and EngageBay

There are several benefits of using Apptivo and EngageBay together including –

It allows you to save time since both the softwares are together in one place. It is convenient for you to manage all the activities related to your business through one single platform instead of using different softwares for managing different aspects of your business. It is cost-effective since both the softwares work together in a manner that saves time, money, and energy. It helps you to increase revenue since you won’t have to spend time finding the relevant information about your customers and employees when using both the softwares together. You will get all the relevant information about each one of them in one place which will help you to further develop your relationship with them and improve your business in the long run. It helps you with making informed decisions since both software come with features that allow you to analyze data related to your business such as sales figures, expenditures, profits, etc.

The process to integrate Apptivo and EngageBay 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.