Apptivo + Keap Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Keap
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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 Keap
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
Keap IntegrationsBest ways to Integrate Apptivo + Keap
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When this happens...
New Lead
Then do this...
Create Company
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When this happens...
New Lead
Then do this...
Create or Update Contact
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When this happens...
New Lead
Then do this...
Create Task
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When this happens...
New Lead
Then do this...
Create Note
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When this happens...
New Lead
Then do this...
Create Invoice
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Keap 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 Appointment
Triggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
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New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
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Updated Contact
Triggers when an existing contact is updated.
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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 Company
Creates a new company.
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Create Invoice
Creates a new invoice.
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Create Note
Creates a new note on a contact record.
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Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
How Apptivo & Keap 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 Keap 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 Keap.
(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 Keap
Apptivo and Keap are both highly functional CRM software. However, their integration has added more functionality to both products. So when you opt for this integration you are getting a top that is well-equipped with features that can help you increase revenue and make your business better.
Integration of Apptivo and Keap
Both Apptivo and Keap have their respective strengths. One of the best things about them is they have very seamless integration. You can run transactions on the other platform seamlessly. Let’s say if you have integrated Apptivo and Keap, you will be able to do things like:
Creating leads in Keap and create a new contact by using Apptivo as the lead source.
Use Keap for creating new leads, then sync it with Apptivo for converting them into Apptivo contacts
Use Apptivo for creating new contacts, then sync it with Keap to convert them into leads.
To work with different modules of both products, we need to understand how integration works between these two systems. The fplowing integration features were included in the integration process:
Data Sync – This feature syncs the changes that happen in one system with another system. For example, if I make changes in Apptivo and I want those changes to appear in Keap, or vice versa, this feature would ensure all the changes made in one system get synced with another system.
– This feature syncs the changes that happen in one system with another system. For example, if I make changes in Apptivo and I want those changes to appear in Keap, or vice versa, this feature would ensure all the changes made in one system get synced with another system. Workflow Integration – With this integration, you can initiate a workflow from one system (Apptivo. and it will be completed by the other system (Keap.
– With this integration, you can initiate a workflow from one system (Apptivo. and it will be completed by the other system (Keap. Form Integration – Forms are one of the important tops that enable users to interact with each other within the app. When you integrate Apptivo and Keap, you can use forms from Apptivo to create or edit contacts in Keap. You can also use forms from Keap to create or edit contacts in Apptivo. To accomplish this task, simply create a form in Apptivo, copy its details and paste it into Keap form and fill it out. Once you complete filling out the form, click on save and it gets saved automatically in Keap. Similarly, if you create contacts in Keap using a form from Apptivo, it automatically gets saved in Apptivo. This is a very convenient way of exchanging data between the two systems.
– Forms are one of the important tops that enable users to interact with each other within the app. When you integrate Apptivo and Keap, you can use forms from Apptivo to create or edit contacts in Keap. You can also use forms from Keap to create or edit contacts in Apptivo. To accomplish this task, simply create a form in Apptivo, copy its details and paste it into Keap form and fill it out. Once you complete filling out the form, click on save and it gets saved automatically in Keap. Similarly, if you create contacts in Keap using a form from Apptivo, it automatically gets saved in Apptivo. This is a very convenient way of exchanging data between the two systems. Request Integration – Request integration allows users to send requests via one platform to complete it through another platform or vice versa. If a user sends a request from one platform (Apptivo), he may receive notification at an appropriate time through another platform (Keap. so that he can take action accordingly. If a user sends a request from one platform (Keap), then he may receive notification through another platform (Apptivo. so that he knows how to proceed with his request.
– Request integration allows users to send requests via one platform to complete it through another platform or vice versa. If a user sends a request from one platform (Apptivo), he may receive notification at an appropriate time through another platform (Keap. so that he can take action accordingly. If a user sends a request from one platform (Keap), then he may receive notification through another platform (Apptivo. so that he knows how to proceed with his request. Workflow Integration – Workflow integration enables users to flow activities across systems with ease. When users integrate Apptivo and Keap together, they can create an activity on one platform (Apptivo. and it will be completed on another platform (Keap. For example, if I create an activity on Apptivo and I want to assign someone else to complete it on Keap – I can do that by integrating these two platforms together.
– Workflow integration enables users to flow activities across systems with ease. When users integrate Apptivo and Keap together, they can create an activity on one platform (Apptivo. and it will be completed on another platform (Keap. For example, if I create an activity on Apptivo and I want to assign someone else to complete it on Keap – I can do that by integrating these two platforms together. Data Management – Users can manage their data once they have integrated their systems together because they don’t have to transfer data manually between systems anymore. They just need to make changes once which will update both systems at once!
– Users can manage their data once they have integrated their systems together because they don’t have to transfer data manually between systems anymore. They just need to make changes once which will update both systems at once! Integration Dashboard – The dashboard contains all the details about the integration between two systems. It shows incoming flows going into each system as well as outgoing flows going out of each system so that users always know about all their integrations without having to go through complex logs or trying to find anything at all! Users just need to click on the integrations tab on their dashboard and check out all details of their integrations right away!
The process to integrate Apptivo and Keap 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.
