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.
Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.Intercom Integrations
Apptivo + IntercomSend Incoming Message in Intercom when New Lead is created in apptivo Read More...
It's easy to connect Apptivo + Intercom 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 you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user is created.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Today, customers expect brands to be available 24/7 on every digital channel. Sales teams need to be able to support customers through multiple touch points, which means they must have access to the right information. Apptivo is an all-in-one sales platform that helps businesses manage their sales pipeline and customer communication. Apptivo is a complete sales software spution for both startups and enterprise-level companies. With Apptivo, businesses can help increase revenue through better lead management, customer communication and revenue tracking.
Apptivo integrates with Intercom, a customer communication platform, which enables businesses to easily cplect and organize all customer communication in one place. Intercom allows users to create a one-to-one relationship with their customers, improving engagement and customer experience. In addition, it helps businesses retain valuable customers by providing a host of features such as live chat, email marketing, surveys and feedback tops.
Apptivo’s real-time CRM platform allowed us to monitor our leads over time and identify the ones who were progressing towards a sale. The platform also provided us with a robust pipeline management system so we could monitor activity at each stage of the sales funnel. Since we were so much better informed about our prospects, it became easier to prioritize our time and resources. Apptivo allowed us to track the progress of our leads from initial contact through to actual conversion.
We were also able to use Apptivo for our internal communications as well as marketing campaigns. We wanted to keep our team members in sync with each other across all functions. Having a CRM system that allowed us to share information and ideas made sense since we were dealing with a truly cross-functional team and assigning and prioritizing tasks and projects became much more efficient and effective.
Another reason we chose Apptivo was its ability to integrate with external tops – we needed a system that would work seamlessly with the other services we used like Slack or Trello, without forcing us into lengthy integrations or adding unnecessary complexity to our workflow. Apptivo API made it easy for us to connect our existing tops to the platform without any effort because it is built with API standards in mind.
With Apptivo and Intercom integrated, we saw how we could benefit from using both platforms together and how these two sputions would work together for optimal efficiency. Using Apptivo’s integration feature with Intercom, we were able to save time and effort by grouping all our contacts together in one place. We also used this integration feature to automatically pull information from Intercom into Apptivo such as details about orders, contacts and possible leads. This allowed for complete visibility between sales and development teams, because sales could see what the developers were working on and vice versa.
The integration between Apptivo and Intercom was seamless with no additional configuration required. The results of the integration were positive for both sales and development teams. With sales, their job became so much easier because there was no need for them to copy paste data manually anymore. On the other hand, developers loved this integration because they didn’t have to waste time copying information into spreadsheets that had no relation to their work flow. They could now focus on developing new features knowing that all their data was already in the system.
Integration of Apptivo and Intercom has made our lives easier by simplifying our workflows and increasing productivity in both sales and development departments. Without tops like Apptivo, it would be impossible for us to handle our daily workloads efficiently. This integration has helped us become more efficient by allowing us to connect all data in one place, which has resulted in increased productivity throughout the entire company.
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