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.
Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.
Pendo IntegrationsIt's easy to connect Apptivo + Pendo 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.
Trigger when new visitor visit.
Trigger when a new visitor added in the report.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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Apptivo is an excellent CRM, which can store data about customer, product and project. On the other hand, Pendo is used to track product usage and monitor how it can be improved. Therefore, integration of Apptivo and Pendo will benefit the business in both areas. CRM and analytics.
First of all, integration of Apptivo and Pendo will provide a connection between CRM and analytics platforms, which make it possible to use all information available in one place for making decisions. Additionally, integration of Apptivo and Pendo will allow to use this information for building reports. These reports will help to analyze such indicators as number of customer requests, average response time to such requests and number of times when projects were delivered on time.
Secondly, integration of Apptivo and Pendo will allow to build dashboards to show key business insights. For instance, there will be a dashboard tracking customer activity and another one showing performance in terms of project delivery. Such dashboards will help to visualize business in order to make informed decision faster and better.
Thirdly, integration of Apptivo and Pendo will facilitate the process of building workflow for your company. For instance, you can connect Pendo to your CRM in such a way that when a new customer requests a service, the special email notification will appear in your inbox. Then you can add such a request to your CRM database including relevant details. In addition, if you want to track how many requests your team is able to handle within a certain period of time, you can create a report in Pendo. Thus, a special email notifications will appear in your inbox when it is time to review the report.
Fourthly, integration of Apptivo and Pendo will allow you to track customer’s behaviour from the moment they sent a request to the time when they get a response from your team or product. In this case, you get to know what kind of requests are most frequently sent by customers and what kind of problems does your product have. Such knowledge helps to improve your company’s performance.
In conclusion, we can say that integration of Apptivo and Pendo will help a business to get a complete picture of its work with customers and products. This enables a company to improve its service quality and have better relationships with customers because the data about them remains accessible at all times.
The process to integrate Apptivo and Pendo 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.