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.
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
Pipedrive IntegrationsApptivo + Pipedrive
Update Person in Pipedrive when New Lead is created in apptivo Read More...It's easy to connect Apptivo + Pipedrive 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 every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
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 new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Apptivo is a cloud-based CRM spution that helps companies to manage their contacts, leads, accounts, companies, projects, tasks, files, events, campaigns and more. It has an intuitive user interface that is very easy to use. Pipedrive is a CRM spution that helps companies to manage their sales pipeline, leads, opportunities, tasks and also provides actionable insights into their business.
Pipedrive has a simple and clean user interface that makes it easier for the users to use it. People can easily view their contacts on one screen and track their sales pipeline on the other screen. The user interface of Apptivo is very easy to use and it also has a customizable dashboard.
Apptivo and Pipedrive integration allows users to easily access and compute new data from their Apptivo account in their Pipedrive account. They can add Apptivo contacts to Pipedrive and add Pipedrive contacts to Apptivo. They can also create Apptivo leads directly from Pipedrive and create Pipedrive leads from Apptivo.
The integration of Apptivo and Pipedrive facilitates users to get unlimited access to all their leads and contacts on both platforms. Users can easily view leads and contacts of both platforms in one place. They can also quickly export leads and contact details of both platforms at once. The integration of Apptivo and Pipedrive allows users to save time by allowing them to schedule meetings with people on their calendar instantly. This integration allows them to sync meetings on their calendar with Apptivo and Pipedrive simultaneously. The users can also add reminders with subject lines in email form when they add a meeting in Apptivo using the integration of Apptivo and Pipedrive.
The integration of Apptivo and Pipedrive allows users to send emails from the same application they are using to send in-app messages in Apptivo. If a user adds a contact in Apptivo they will receive a notification in Pipedrive at the same time automatically. They can even add tasks directly from their inbox or from a message in Pipedrive. A user can set a due date for a task in his inbox and then they will get an email reminder when the task is due in their inbox. Also, users can move emails from their inboxes to different fpders using the integration of Apptivo and Pipedrive.
In conclusion, we can say that the integration of Apptivo and Pipedrive will help users to get unlimited access to all their leads and contacts on both platforms. Users can easily view leads and contacts of both platforms in one place. They can also quickly export leads and contact details of both platforms at once. The integration of Apptivo and Pipedrive allows users to save time by allowing them to schedule meetings with people on their calendar instantly. This integration allows them to sync meetings on their calendar with Apptivo and Pipedrive simultaneously. The users can also add reminders with subject lines in email form when they add a meeting in Apptivo using the integration of Apptivo and Pipedrive.The integration of Apptivo and Pipedrive allows users to send emails from the same application they are using to send in-app messages in Apptivo. If a user adds a contact in Apptivo they will receive a notification in Pipedrive at the same time automatically. They can even add tasks directly from their inbox or from a message in Pipedrive. A user can set a due date for a task in his inbox and then they will get an email reminder when the task is due in their inbox. Also, users can move emails from their inboxes to different fpders using the integration of Apptivo and Pipedrive.
The process to integrate Apptivo and Pipedrive 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.