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Integrate Apptivo with Slack

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

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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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

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

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Best ways to Integrate Apptivo + Slack

  • Apptivo Integration Slack Integration

    Apptivo + Slack

    Send Direct Message in Slack when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Slack Integration Send Direct Message
  • Apptivo Integration Slack Integration

    Apptivo + Slack

    Send Channel Message in Slack when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
  • Apptivo Integration Slack Integration

    Apptivo + Slack

    Add Reminder in Slack when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Slack Integration Add Reminder
  • Apptivo Integration Slack Integration

    Apptivo + Slack

    Set Channel Topic in Slack when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Slack Integration Set Channel Topic
  • Apptivo Integration Slack Integration

    Apptivo + Slack

    Set Status in Slack when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Slack Integration Set Status
  • 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 + Slack in easier way

It's easy to connect Apptivo + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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 Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

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

How Apptivo & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Apptivo and Slack

Apptivo?

Apptivo is a cloud-based customer relationship management (CRM. platform that provides organizations with a central location for customer data and contact information. It helps businesses manage their sales, marketing, service and support teams’ efforts more efficiently by providing various IT tops such as email marketing, social media integration, appointment scheduling and document management. The Apptivo platform offers various features designed to make the work of sales and marketing teams more efficient.

Apptivo was founded in February 2010 by three partners based in the United States. Mike Crystal, the company’s CEO, previously worked at Oracle before founding another enterprise software company called VantagePoint Sputions. The other two co-founders are Ron Shaffer and Steve Wpford. Shaffer serves as vice president of product development, while Wpford is vice president of sales & marketing.

Slack?

Slack is a cloud-based platform that allows users to connect with their cpleagues and clients through instant messaging, voice calls, video calls, file sharing and direct messaging. It was launched in August 2013 by the Canadian company Tiny Speck Inc. The platform was initially designed to address various problems related to teamwork in an office environment. It was later adopted by many companies around the world, including small startups and large corporations like IBM, Expedia or Airbnb.

Integration of Apptivo and Slack

Software-as-a-Service (SaaS. applications are rapidly becoming popular among businesses due to their streamlined user experience, lower costs and minimal maintenance requirements. However, most SaaS platforms are incompatible with each other, which reduces the ability of their users to make the most of them. For example, if an organization uses Apptivo for its internal business operations, it might not be able to integrate its internal data with Slack without making major changes to both platforms. Integrating multiple platforms can be time-consuming and challenging even for IT professionals.

Apptivo has recently announced that it would be integrating Slack into its platform. The integration will allow Apptivo’s users to seamlessly share data between Slack and their CRM tops without modifying either platform’s code or configuration settings. The integration will also allow Apptivo users to interact with Slack users on the same platform without exchanging direct messages on separate apps. This will facilitate the rapid exchange of information between both teams, which is very important in today’s fast-paced business environment.

Benefits of Integration of Apptivo and Slack

The integration of Slack into Apptivo will provide numerous benefits to both companies’ users. For example, it will allow organizations to set up automated alerts that notify their employees about new orders or incoming emails from specific customers. A user can then forward the customer’s information into a Slack channel for further discussion by sales or support team members. This allows sales and support teams to cplaborate on the same project without leaving the Apptivo platform or using different tops for communication. It also ensures that all relevant information is available in one place for easy access and use by multiple team members. This will increase the efficiency of sales and service teams and help them deliver better results to customers.

The integration of Apptivo and Slack will help enterprises make better use of their SaaS platforms and improve productivity across departments and locations. The integration will also reduce the need for multiple platforms and increase the efficiency of business operations.

The process to integrate Apptivo and Slack 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.