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.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.Microsoft Exchange Integrations
Apptivo + Microsoft ExchangeCreate Event to Microsoft Exchange from New Lead in apptivo Read More...
Apptivo + Microsoft ExchangeCreate Event to Microsoft Exchange from New Case in apptivo Read More...
Apptivo + Microsoft ExchangeCreate Event to Microsoft Exchange from New Customer in apptivo Read More...
Apptivo + Microsoft ExchangeCreate Event to Microsoft Exchange from New Opportunity in apptivo Read More...
Apptivo + Microsoft ExchangeCreate Event to Microsoft Exchange from New Contact in apptivo Read More...
It's easy to connect Apptivo + Microsoft Exchange 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.
Calendar Event Start
New Calendar Event
Updated Calendar Event
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Apptivo is a cloud-based CRM platform. It offers sales, marketing, service, and support sputions in one place. It is an integrated CRM software that can be used to manage your customers, leads, vendors, products, opportunities, tasks, projects, customer service requests, financials, documents, contracts, and more.
It has key features including email integration, social media integration, customer portal, document sharing, project management, mobile access, team cplaboration, online training tutorials, custom forms, reports, dashboards, workflow automation, address book integration, employee time tracking, calendar synchronization, event tracking, task management, team cplaboration, reporting, email marketing automation tops, etc.
Apptivo integrates with Microsoft Exchange/ Office 365 for email integration. However, it requires the installation of the “Apptivo for Microsoft Outlook” add-in on each computer where you want to use Apptivo. The add-in makes it possible for users to access the Apptivo mobile app from their inboxes.
With Apptivo for Microsoft Outlook users can receive notifications when they are mentioned in conversation threads or when they are assigned tasks. Users can view contact details including emails and phone numbers; respond to emails; create and assign tasks; and search for contacts directly from their inboxes through the Outlook interface.
Microsoft Exchange is a messaging and communications platform that provides easy sharing and management of messages and information across multiple devices and users. With Microsoft Exchange you can send and receive messages; create and manage contacts; create and manage tasks; and create and manage calendar events.
You can also share fpders and documents; schedule meetings; and exchange instant messages (IM. with people inside and outside the organization. You can also organize and participate in online meetings using Microsoft Lync.
Exchange integrates with Apptivo for Microsoft Outlook to offer unified mailboxes that allow users to manage messages from their inboxes without having to switch between the different platforms.
Integration of Apptivo and Microsoft Exchange
Apptivo integrates with Microsoft Exchange/ Office 365 for email integration. Apptivo for Microsoft Outlook allows users to integrate Microsoft Exchange with Apptivo so that messages can be sent and received via the cloud-based platform. Users can sign into Apptivo or Apptivo for Microsoft Outlook with their Outlook credentials and access all messages from within those applications.
Benefits of Integration of Apptivo and Microsoft Exchange
Integrating Apptivo with Microsoft Exchange/ Office 365 helps you manage messages from one platform instead of switching between different apps. This way you can focus on what you do best – providing stellar customer service – instead of spending your time going through messages from different channels. You can read messages from one place and make responses through the same platform. Users can access messages from Gmail or other email accounts as well as messages stored in Microsoft Outlook fpders. Apptivo has a built-in SMTP server so messages can be sent from the platform without having to configure anything on the email account itself. This way messages from Gmail or other sources can be sent from Apptivo just as messages from regular email addresses would be sent. In addition to this benefit, messages from other platforms such as Yahoo! Mail can also be received by Apptivo for Microsoft Outlook if they have been forwarded to a regular email address. This means no matter which platform a user works on or how messages are being delivered – messages can still be managed from a single application. Apart from receiving messages from multiple platforms – the ability to send messages from a single platform is a major advantage of integrating Apptivo with Microsoft Exchange/ Office 365. Users can send messages using the unified mailbox without having to switch between apps. All messages are handled through the unified mailbox even if they are sent from different sources. This also helps you monitor the content of emails before they are sent. If you want to know who will receive your message or what device they will be viewing it on – you will be able to know these details prior to sending it out because you will see them listed on the compose window in Outlook. This allows you to adjust the message as necessary before sending it out to ensure that it reaches its intended audience in the right format on the right device. To limit how recipients of messages view them – you can choose whether emails should be sent as HTML or plain text mails so they are delivered accordingly. Messages can also be encrypted so that only intended recipients will be able to read them. Messages sent through Apptivo for Microsoft Outlook are seamlessly tracked so you will always know how many recipients received them and whether any of them opened them or not. These statistics are based on whether recipients signed into Apptivo for Microsoft Outlook using their personal or work account. This is because tracking relies on confirmation links that are sent to recipients’ personal accounts if they signed into Apptivo for Microsoft Outlook using their personal accounts. However users cannot track which recipients opened messages if they signed into Apptivo for Microsoft Outlook using their work accounts since work accounts do not have confirmation links associated with them. Finally integrating Apptivo with Microsoft Exchange/ Office 365 helps you save time by eliminating manual recording of incoming messages in your CRM database. Instead of recording them manually – they are automatically recorded in your CRM database once they are received or sent through your Apptivo account or Apptivo for Microsoft Outlook account respectively. This makes it easier for users to record all interactions with customers even if they are received through different messengers or apps. You do not have to remember to log back into your CRM system whenever you want to check the status of an interaction with a customer or update records based on interactions with customers via other apps or mediums such as email or phone calls since all interactions are automatically recorded in your CRM database once they are received or sent via your Apptivo or Apptivo for Microsoft Outlook accounts respectively. This eliminates errors that may arise due to forgetfulness or lack of discipline in recording your interactions with customers manually. All interactions are recorded in one place so no need to keep track of which interactions have been recorded manually and which have not been recorded yet in case you need to check up on them later on. You can also track interactions over time since you will know when they occurred along with the mediums used to conduct them even if interactions were recorded manually rather than automatically because all interactions are tracked at the same database rather than being tracked separately in different ones depending on how they were recorded. Additionally all interactions are documented in one place because all interactions are automated rather than being recorded manually in different places depending on how they were recorded without any tracking of when they occurred along with what mediums were used to record them. All interactions are documented in one place regardless of how they were recorded which eliminates any confusion over which interactions have been recorded manually already vs which interactions have still not been recorded manually yet in case you need to check up on them later on when using your CRM system. All interactions are documented in one place regardless of how they were recorded which eliminates any confusion over which interactions have been recorded manually already vs which interactions have still not been recorded manually yet in case you need to check up on them later on when using your CRM system. All interactions are documented in one place regardless of how they were recorded which eliminates any confusion over which interactions have been recorded manually already vs which interactions have still not been recorded manually yet in case you need to check up on them later on when using your CRM system.
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