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.
The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.Evernote Business Integrations
Apptivo + Evernote BusinessCreate Note to Evernote Business from New Lead in apptivo Read More...
Apptivo + Evernote BusinessCreate Note to Evernote Business from New Case in apptivo Read More...
Apptivo + Evernote BusinessCreate Note to Evernote Business from New Customer in apptivo Read More...
Apptivo + Evernote BusinessCreate Note to Evernote Business from New Opportunity in apptivo Read More...
Apptivo + Evernote BusinessCreate Note to Evernote Business from New Contact in apptivo Read More...
It's easy to connect Apptivo + Evernote Business without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new note is created in or moved to a notebook.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Apptivo is the world’s number one CRM for small businesses. It offers an easy to use CRM along with fantastic features like email marketing, appointment scheduling, customer relationship management, inventory management, lead generation, service calls, time tracking, expense management and many more. It has a very beautiful interface with great customer support. The app is available for both Android and iOS. It can be used either in a Single User or Multi User mode. A customer can create multiple user accounts in their organization and they will have access to all the features of the Apptivo CRM.
Evernote Business is a business productivity top that is used by millions of people worldwide. It helps you organize your notes efficiently in a single place. You can recall your pd memories but at the same time you will always have it organized. It is a cross-platform application which can be used on almost all devices. It is not just limited to just the mobile phones but it can be used on computers as well. If you are using Evernote Business then you can integrate your Evernote account with Apptivo. This will help your employees to easily send and receive emails from their Apptivo account along with creating and sending documents and notes from Evernote to Apptivo and vice versa.
This integration will allow your employees to access both the applications from the same platform. Your employees will be able to create and send documents from their Evernote account to Apptivo as well as vice versa. Apart from this, your employees will also be able to create appointments and send it as a reminder to their customers directly from Apptivo. All your emails will be automatically saved in your Apptivo account and it will be easier for your employees to find important emails later on. They can also create and send emails right from their Apptivo account without having to switch between different apps like Gmail and Outlook.
Your sales team can now send personalised emails to your customers directly from your Apptivo account. They do not need to go through any trouble of creating an email template and sending it to themselves first before sending it to their clients after editing it. They can directly send the email from their Apptivo account to their clients. Your employees can book appointments for their clients right from within Apptivo by simply clicking on the appointment icon on the calendar view in Apptivo. This helps them avoid the trouble of having to search for a calendar app to book appointments for their clients.
In short, integrating Apptivo with Evernote Business will help you increase your efficiency as well as communication with your clients as well as your employees as the two apps are connected via a single platform. With this integration, you will be able to save a lot of time as you do not have to switch between multiple apps while working on a project or task.
The process to integrate Apptivo and Evernote Business 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.