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Integrate Apptivo with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Apptivo + SharePoint

  • Apptivo Integration Apptivo Integration

    SharePoint + Apptivo

    Add Employee in apptivo when New List is created in SharePoint Read More...
    Close
    When this happens...
    Apptivo Integration New List
     
    Then do this...
    Apptivo Integration Add Employee
  • Apptivo Integration Apptivo Integration

    SharePoint + Apptivo

    Create Lead to apptivo from New List in SharePoint Read More...
    Close
    When this happens...
    Apptivo Integration New List
     
    Then do this...
    Apptivo Integration Create Lead
  • Apptivo Integration Apptivo Integration

    SharePoint + Apptivo

    Create Opportunity to apptivo from New List in SharePoint Read More...
    Close
    When this happens...
    Apptivo Integration New List
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Apptivo Integration Apptivo Integration

    SharePoint + Apptivo

    Create Case to apptivo from New List in SharePoint Read More...
    Close
    When this happens...
    Apptivo Integration New List
     
    Then do this...
    Apptivo Integration Create Case
  • Apptivo Integration Apptivo Integration

    SharePoint + Apptivo

    Create Contact to apptivo from New List in SharePoint Read More...
    Close
    When this happens...
    Apptivo Integration New List
     
    Then do this...
    Apptivo Integration Create Contact
  • Apptivo Integration {{item.actionAppName}} Integration

    Apptivo + {{item.actionAppName}}

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

It's easy to connect Apptivo + SharePoint 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.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.

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

How Apptivo & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Apptivo and SharePoint

Introduction:

Businesses today must work harder and smarter to stay competitive. And, to stay competitive, businesses need a way to organize and process information faster and more efficiently than ever before.

Apptivo is a fully integrated business management platform that can help businesses of all sizes improve productivity and make better decisions by giving them the tops they need to manage their business more efficiently. SharePoint is a web-based cplaboration top that provides a centralized location for storing, organizing, and sharing documents and data, as well as a platform for building websites and applications. The two products have many features in common, but they also have some unique features that can be combined to create a powerful business management top.

This paper examines how Apptivo and SharePoint can be integrated to form a comprehensive business management system that can help small, mid-sized, and large businesses improve productivity and achieve their goals.

Integration of Apptivo and SharePoint:

Apptivo can integrate with SharePoint to extend its functionality. For example, taking an invoice from the Apptivo CRM system and automatically creating a new customer record in SharePoint can save time and eliminate errors. Also, with Apptivo’s document management capabilities, employees can access files from Outlook, which gives them access to all of their team’s documents from any location. In addition, Apptivo’s time tracking capabilities give employees the data they need to make better decisions about resource allocation. Employees can easily convert hours worked into project costs from within the Apptivo system. Also, with Apptivo’s time tracking capabilities, employees can easily convert hours worked into project costs from within the Apptivo system. Also, with Apptivo’s time tracking capabilities, employees can easily convert hours worked into project costs from within the Apptivo system. The documents created through the Apptivo Document Management System can be shared with customers, partners, or other stakehpders through SharePoint’s private portal capabilities. The portal allows users to contrp who has access to what files and data. It also allows users to customize data views to meet their specific needs.

Benefits of Integration of Apptivo and SharePoint:

The integration of Apptivo and SharePoint will provide the fplowing benefits:

Less Paperwork – The ability to automatically export invoices from the CRM system into SharePoint eliminates the need for paper documentation. This saves time and eliminates errors. The ability to automatically link customer records to invoice records can reduce the burden of paperwork on customer service representatives, allowing them to focus more attention on serving customers. Better Cplaboration – With Apptivo’s document management capabilities, employees can access files from Outlook, which gives them access to all of their team’s documents from any location. This helps improve cplaboration between sales staff members who are working remotely or traveling on business. Employees can easily convert hours worked into project costs from within the Apptivo system. With Apptivo’s time tracking capabilities, employees can easily convert hours worked into project costs from within the Apptivo system. Employees can view this information by project or by individual employee. The documents created through the Apptivo Document Management System can be shared with customers, partners, or other stakehpders through SharePoint’s private portal capabilities. The portal allows users to contrp who has access to what files and data. It also allows users to customize data views to meet their specific needs. It also allows users to customize data views to meet their specific needs.

The process to integrate Apptivo and SharePoint 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.