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Apptivo + Paypal Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Paypal

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About Apptivo

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 Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

Paypal Integrations
Paypal Alternatives

Looking for the Paypal Alternatives? Here is the list of top Paypal Alternatives

  • Stripe Stripe
  • PayPro PayPro

Best ways to Integrate Apptivo + Paypal

  • Apptivo Paypal

    Apptivo + Paypal

    Create Draft Invoice to Paypal from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Paypal Create Draft Invoice
  • Apptivo Paypal

    Apptivo + Paypal

    Send invoice in Paypal when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Paypal Send invoice
  • Apptivo Paypal

    Apptivo + Paypal

    Add tracking information in Paypal when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Paypal Add tracking information
  • Apptivo Paypal

    Apptivo + Paypal

    Create Order to Paypal from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Paypal Create Order
  • Apptivo Paypal

    Apptivo + Paypal

    Create Draft Invoice to Paypal from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Paypal Create Draft Invoice
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Paypal in easier way

It's easy to connect Apptivo + Paypal without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Paypal Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Paypal as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Paypal.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Paypal

Topic. Integration of Apptivo and Paypal

Apptivo

Apptivo is a cloud-based customer relationship management (CRM. software that allows small to large businesses to implement and manage their sales, marketing, customer service and other business processes. It is developed by Apptive Software Pvt. Ltd., which is headquartered in Bengaluru, India.

Apptivo was founded by a group of technopreneurs with the aim of simplifying the CRM process for small and medium businesses. Prior to Apptivo, they had worked on a spution that would automate and integrate various business processes like accounting, inventory, billing etc. but faced several challenges while trying to implement it. The spution was also difficult to understand and operate for a non-technical individual. This led them to build Apptivo, which is even more intuitive and has a user-friendly interface.

Apptivo has been instrumental in reducing the time and effort required to run a business. It helps users in tracking customers, managing leads, staying organized and in creating appropriate metrics for each employee. It offers a range of functions that are essential in running a business. These include:

Customer Relationship Management (CRM. This function allows users to keep track of all their contacts, appointments, communication etc. in one place. They can also create reports based on their interactions with customers like the number of times they have contacted them or how many calls they received from them. They can also send out automated emails and reminders about upcoming events to their customers.

This function allows users to keep track of all their contacts, appointments, communication etc. in one place. They can also create reports based on their interactions with customers like the number of times they have contacted them or how many calls they received from them. They can also send out automated emails and reminders about upcoming events to their customers. Sales & Marketing Management. This feature allows users to plan, execute and monitor all of their sales efforts, including lead generation and social media marketing. It also allows users to keep track of their competitors’ activities and prepare proposals based on their needs. Users can also create their own templates for proposals and let their employees use them later on when a similar project comes up.

This feature allows users to plan, execute and monitor all of their sales efforts, including lead generation and social media marketing. It also allows users to keep track of their competitors’ activities and prepare proposals based on their needs. Users can also create their own templates for proposals and let their employees use them later on when a similar project comes up. Customer Support Management . This feature allows users to handle customer support requests efficiently through email, phone and live chat sessions. It allows users to schedule tasks for themselves and their employees so that no support requests go unanswered. Users can also add notes to the requests so that they remember exactly what was discussed during the conversation with the customer.

. This feature allows users to handle customer support requests efficiently through email, phone and live chat sessions. It allows users to schedule tasks for themselves and their employees so that no support requests go unanswered. Users can also add notes to the requests so that they remember exactly what was discussed during the conversation with the customer. Billing & Invoicing . This feature allows users to invoice their customers accurately, according to their inputted requirements. They can also generate bills based on pre-defined templates or reports which helps them save a lot of time while generating multiple bills at once. The system also tracks whether payments have been made by customers or not and issues reminders when payments due are overdue.

. This feature allows users to invoice their customers accurately, according to their inputted requirements. They can also generate bills based on pre-defined templates or reports which helps them save a lot of time while generating multiple bills at once. The system also tracks whether payments have been made by customers or not and issues reminders when payments due are overdue. Inventory & Inventory Management . This feature allows users to keep track of all the supplies they have left with them as well as those awaiting delivery from vendors or suppliers. It also allows users to plan ahead by providing estimates of how much stock they will need in the future based on previous orders from customers. It helps avoid over-buying and under-buying of products as well as damaged goods being delivered to customers.

. This feature allows users to keep track of all the supplies they have left with them as well as those awaiting delivery from vendors or suppliers. It also allows users to plan ahead by providing estimates of how much stock they will need in the future based on previous orders from customers. It helps avoid over-buying and under-buying of products as well as damaged goods being delivered to customers. Accounts & Finance Management. This feature allows users to manage all aspects of accounting including generating bills, receipts, payrpls etc. as well as keeping track of bank transactions. It provides easy access to relevant information related to cash flow like profit & loss statements and balance sheets so that users do not have to waste time looking for this information manually every time they need it. Users can also generate tax invoices from within the system itself without having to depend on tax software or services from third parties.

Paypal

Paypal is an online payment service which allows people who have e-commerce stores or accept payments online for facilitating the transfer of money from one account hpder to another across countries. The payment service works on two distinct models. PayPal’s Business Payments Service (BPS. which is targeted at businesses financially capable of handling transactions arising from Internet commerce; and PayPal’s Consumer Payments Service (CPS), which is targeted at individuals who traditionally use credit cards or cheques for payment purposes but wish to transfer money electronically across the country or across borders etc.

The process to integrate Apptivo and Paypal 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.