Apptivo + Freshsales Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Freshsales
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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 Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
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Xero
Best ways to Integrate Apptivo + Freshsales
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When this happens...
New Lead
Then do this...
Create Lead
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Apptivo + Freshsales
Update Lead in Freshsales when New Lead is created in apptivo Read More...When this happens...
New Lead
Then do this...
Update Lead
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When this happens...
New Case
Then do this...
Create Lead
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Apptivo + Freshsales
Update Lead in Freshsales when New Case is created in apptivo Read More...When this happens...
New Case
Then do this...
Update Lead
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When this happens...
New Customer
Then do this...
Create Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Freshsales without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
How Apptivo & Freshsales Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Freshsales.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Freshsales
Apptivo
Apptivo is a CRM software. It is designed to help small businesses manage their customers, sales, marketing, and finance. It is available for Windows, Mac, iOS, and Android. There are three editions of Apptivo. Start, Pro, and Premium.
Freshsales
Freshsales is a sales lead tracking application. It helps sales representatives track their leads through real-time alerts. Freshsales integrates with Google Drive, Dropbox, Gmail, Salesforce, Zendesk, Slack, Box, Office 365, Google Sheets, Excel, Evernote, Asana, Gmail, Quickbooks Online, Netsuite, Netsuite Commerce, Shopify, Magento, SugarCRM, Salesloft, Pipedrive, Microsoft Dynamics CRM Online & On Premise, Highrise, Hubspot CRM, Zoho CRM.
Integration of Apptivo and Freshsales
There are two ways to integrate Apptivo with Freshsales. One is through Zapier. The other way is through their native integration. Both methods are free.
Through Zapier
Zapier lets you integrate hundreds of applications so that they can talk to each other. You can automate repetitive tasks across your apps and save yourself hours of work every month. Additionally, you only pay when you use it so it’s an affordable spution to connect tops you already use.
To integrate Apptivo and Freshsales through Zapier:
- Create an account on Zapier if you don’t have one already.
- Go to the Apptivo + Zapier Integration page and sign in with your account.
- Click the “Get the app” button to start adding apps to your Zap. You can add Freshsales and Apptivo from this page and click on “Connect” to get started. Click “Continue” on the new window that opens up.
- Click “Allow” to allow Zapier access to all of your data in Freshsales and Apptivo. Click “Allow” again if you see a message saying that your profile needs to be verified by Zapier. Click “Allow” again if you see a message saying that your browser needs permission to run the script from Zapier. Click “Allow” again if you see a message saying that your browser needs permission to run the script from Apptivo. Click “OK” on the new window that opens up.
- Choose an action in Freshsales or Apptivo that you want to perform when a new row is created in Freshsales. For example, choose a task in Apptivo called “Add a note in Salesforce when a new lead is created in Freshsales” from the drop-down menu under the “New Lead Created in Freshsales” heading. Click “Next Step” when done. Then click “Finish” when complete.
- Click “Done” on the new window that opens up. You will see a screen saying that your app has been added to your Zap. Click “Done” again when complete. Your Zaps will now be listed under My Zaps at the top right corner of your screen. Click on a Zap to view its details and edit it if necessary. To create other Zaps for other integrations you want to do with other apps, repeat steps 5), 6), and 7. To delete an existing Zap, go back to My Zaps and click on the trashcan icon next to the Zap name that you want deleted. Click on the trashcan icon again when complete.
- To test your Zap, create a lead in Freshsales using the form on the Zapier page (https://zapier.com/zapbook/zapbook-apptivo-integration/. or by using the Freshsales app itself. Check your email for any notifications about new leads in Apptivo after the lead has been created in Freshsales (check your spam fpder if you do not see any emails. Enter any notes that you want for this lead in Apptivo (check your spam fpder if you do not see any emails.
- You can also edit the Zap at any time by clicking on the “Edit” button next to its name in My Zaps (above. Make sure to test your Zap again after editing it! Any changes made to your Zap will not take effect until you click on “Test This Now” or click on “Save Changes” at the bottom of your edit window when done editing. If you are not sure what changes you have made to your Zap or how they will affect your integration, test it after making changes! Don’t forget to check your email for any notifications about new leads in Apptivo after creating them in Freshsales! You may also need to enter any notes that you want for these leads in Apptivo!
- You can also disable this Zap by clicking on the trashcan icon next to its name in My Zaps (above. To delete this Zap entirely, click on the trashcan icon again when completed deleting it.
- To view this information in another format or language or if you need additional support for this integration, click here for more information about the integration between Apptivo and Freshsales via Zapier (https://zapier.com/zapbook/zapbook-apptivo-integration/. If there are no recommendations or information for this integration yet, click here for more information about how to create a recommendation for this integration (https://zapier.com/zapbook/add-recommendation/. Please use our Contact Us form if you have additional questions or need further assistance regarding this integration (https://zapier.com/zapbook/contact-us/.
The process to integrate Apptivo and Freshsales 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.
