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.
OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.OnceHub Integrations
OnceHub + ApptivoAdd Employee in apptivo when Scheduled Booking is added to OnceHub Read More...
OnceHub + ApptivoCreate Opportunity from apptivo from Scheduled Booking to OnceHub Read More...
It's easy to connect Apptivo + OnceHub 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 booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Triggers when a booking is canceled.
Triggers when a booking is completed.
Triggers when the status of a booking is changed to No-show.
Triggers when a booking is rescheduled.
Triggers when a new booking is scheduled.
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 accounting and CRM spution that helps small businesses manage their finances and clients. It works as a standalone or integrated spution. OnceHub is a platform that helps people share data and files with other users. According to the Apptivo website, it is a “powerful and easy-to-use platform” and it lets users “communicate and cplaborate across teams and projects, create and manage tasks, and connect with clients and partners” (Apptivo. Using these two products can help small businesses increase their efficiency and productivity.
Both products can be integrated with each other. The integration process between these two products is straightforward and easy to use. It will only take a few minutes to do this integration. If you want to learn more about the process of integrating Apptivo and OnceHub, visit the Apptivo and OnceHub websites.
OnceApptivo integration with OnceHub, companies can enjoy many benefits. For example, once data are merged between them, companies can communicate with their clients via email, SMS, Slack, Twitter, Facebook, etc. Also, they can look up client data from any connected application. Other benefits are listed on the Apptivo website.
In conclusion, using both Apptivo and OnceHub can help small businesses to save time and money. With the help of the two products, companies can streamline workflows by sharing data between them.
The process to integrate Apptivo and OnceHub 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.