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.
Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.
It's easy to connect Apptivo + Knack 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 record 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.
Creates a record to your knack database.
Updates a record on your knack database.
Both the companies have recently brought their two software together and they are now available under a single name ‘Knack by Apptivo’. The integration has provided many benefits like:
· The customers will be able to work on both the platforms at the same time without any hassle.
· They can import their data from Apptivo to Knack and vice versa.
· The process is quite easy as all the settings of Apptivo and Knack are maintained when they are imported.
· The integration will bring value to the users as they would not have to pay for two separate products. They will have to pay only for one product.
· The customers will be able to keep track of the progress on all their projects.
· All the tasks that are done by the team members will be visible to everyone else through the update board which allows them to know about each task as soon as it is done.
The process to integrate Apptivo and Knack 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.