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Integrate Apptivo with Textline

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

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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 Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

Textline Integrations

Best ways to Integrate Apptivo + Textline

  • Apptivo Integration Textline Integration

    Apptivo + Textline

    Create or update Contact to Textline from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Textline Integration Create or update Contact
  • Apptivo Integration Textline Integration

    Apptivo + Textline

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

    Apptivo + Textline

    Update Agent Status in Textline when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Textline Integration Update Agent Status
  • Apptivo Integration Textline Integration

    Apptivo + Textline

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

    Apptivo + Textline

    Send Survey in Textline when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Textline Integration Send Survey
  • 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 + Textline in easier way

It's easy to connect Apptivo + Textline 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 Contact Message

    Triggers when a new contact message is 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.

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

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

How Apptivo & Textline 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 Textline 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 Textline.

    (2 minutes)

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

Integration of Apptivo and Textline

Apptivo is a complete CRM and ERP spution for small and medium-sized businesses. It includes features such as appointment booking, invoicing, customer management, inventory management, and so on. Textline is a business text messaging platform for enterprises to communicate with their customers. Textline also integrates with other applications, such as MailChimp, Salesforce, Slack, Zendesk, and many more. These two applications can be integrated for a better experience of customers.

Integration of Apptivo and Textline

Apptivo has a number of useful features, such as appointment scheduling, sales quotes, invoicing, inventory management, and email marketing. However, it does not have features for voice messaging and SMS/texting. In this case, the integration of Textline can be effective. With Textline’s Voice Messaging application, users can send voice messages directly from Apptivo to their customers. With Textline’s SMS/Texting application, users can send text messages directly from Apptivo to their customers.

For example. a customer wants to book an appointment with a hair salon. Without the integration of Apptivo and Textline, he or she needs to call the hair salon directly or fill in the appointment form on the salon’s website. With the integration of Apptivo and Textline, he or she can fill in Apptivo’s online form with the required information, including date and time. In addition, since Apptivo has integrated with Textline’s Voice Messaging application, he or she has the option to call the salon via voice instead of sending an email by using his or her phone. The customer can send himself or herself an SMS message with the appointment details so that he or she won’t forget about it.

Benefits of Integration of Apptivo and Textline

The integration of Apptivo and Textline has many benefits for both user and customer. Firstly, it is convenient for users to manage appointments via Apptivo. Secondly, it is convenient for customers to receive voice messages and text messages via Textline. Thirdly, users can send voice messages directly from Apptivo to their customers without having to go through manual phone calls. Fourthly, users can send text messages directly from Apptivo to their customers without having to go through manual emails. Finally, both users and customers won’t forget about appointments any more due to these two applications’ voice messaging feature and texting feature.

In conclusion, the integration of Apptivo and Textline will create a great experience for users and customers because they don’t need to go through manual phone calls or emails to confirm appointments. It makes life easier for both sides.

The process to integrate Apptivo and Textline 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.