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.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.Freshworks CRM Integrations
Apptivo + Freshworks CRMCreate Contact to Freshworks CRM from New Lead in apptivo Read More...
Apptivo + Freshworks CRMCreate Account to Freshworks CRM from New Lead in apptivo Read More...
Apptivo + Freshworks CRMAdd Appointment in Freshworks CRM when New Lead is created in apptivo Read More...
It's easy to connect Apptivo + Freshworks CRM 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.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Apptivo is a cloud-based SaaS spution that is used by companies to manage their business operations. They aim to deliver an integrated spution that can be accessed anywhere and at any time. The Apptivo spution is the best choice for businesses that want to improve their business operations and customer management. As of February 2016, the Apptivo platform works with over 120 integrations and over 1100 app integrations.
Freshworks is a customer relationship management (CRM. spution that helps businesses to manage and grow their customer relationships. With Freshworks, you can easily support your customers, engage them, and measure your results. You can also automate key business processes and drive growth by improving your sales performance. Since December 2015, Freshworks has been part of salesforce.com.
The integration of Apptivo and Freshworks CRM brings together two robust systems in one easy-to-use platform. The integration allows you to create better relationships with your customers by helping you close deals faster, serve them better, and increase retention. Some of the key features include:
· Create a seamless customer experience across your apps with a single-click access to full customer profiles from anywhere within the Apptivo platform.
· With the Freshworks integration, you can get real-time analytics on your customers from within Apptivo, so you can predict trends and customer behavior more effectively.
· You can also send a personalized email to a customer from within Apptivo with a click of a button after they have signed up for a trial on Freshworks.
· Use the Salesforce integration to sync new leads from Freshworks into Salesforce for ongoing lead nurturing, tracking, and fplow-ups.
· If you use Salesforce Lightning Experience, it is easy to integrate Apptivo with Salesforce. You simply need to drag the lightning application into the Lightning Experience sidebar to connect Apptivo with Salesforce. You can even set up product syncs between the two platforms.
· Integrate Apptivo with Freshworks CRM through Zapier to automatically log contact data into your Freshworks account every time somebody subscribes or unsubscribes into an email list within Apptivo. You can then use this information in analytics reports to measure conversion rates, engagement levels, and other metrics.
· Get updates on your customer’s lifetime value (LTV. in real time when they purchase subscriptions or renewals in Apptivo. This will give you valuable insight into how much each customer is worth to your business so you can invest wisely in the future.
When you integrate these two sputions, you get access to many benefits including:
The process to integrate Apptivo and Freshworks CRM 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.