Integrate Apptivo with Zoho Connect
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Zoho Connect
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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 Zoho Connect
Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.
Zoho Connect IntegrationsBest ways to Integrate Apptivo + Zoho Connect
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Apptivo + Zoho Connect
Create Private Event to Zoho Connect from New Lead in apptivo Read More...When this happens...
New Lead
Then do this...
Create Private Event
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When this happens...
New Lead
Then do this...
Create Feed
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Apptivo + Zoho Connect
Invite User to Network in Zoho Connect when New Lead is created in apptivo Read More...When this happens...
New Lead
Then do this...
Invite User to Network
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Apptivo + Zoho Connect
Create Private Task to Zoho Connect from New Lead in apptivo Read More...When this happens...
New Lead
Then do this...
Create Private Task
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When this happens...
New Lead
Then do this...
Create Event
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Zoho Connect without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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New Event
Triggers when a new event is added.
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New Feed
Triggers when a new status (Feed) is added.
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New Group Member
Triggers when new member is added to a group.
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New Mention
Triggers when you are mentioned in a status.
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New Network Member
Triggers when new member is added to a network.
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New Task
Triggers when a new task is added.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
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Create Event
Adds a new event in a specific group.
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Create Feed
Adds a new status (Feed) in a specific group.
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Create Private Event
Creates a private event.
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Create Private Task
Adds a private task.
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Create Task in Board
Adds a new task in a specific board.
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Invite User to Network
Sends an invite to the user to join your network.
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How Apptivo & Zoho Connect Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Connect as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Zoho Connect.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Zoho Connect
Apptivo is a cloud CRM spution that allows real-time integration with Zoho Connect. It supports the needs of growing businesses in today's competitive world and in the era of cloud computing. Apptivo is also a quick and easy to use CRM spution with an intuitive interface, which is an added advantage for small, medium and large businesses.
Zoho Connect is a cloud-based integrated helpdesk spution which offers 24/7 support through an online chat, email, phone or tickets. It also enables users to organize tickets or requests according to different departments.
Apptivo offers seamless integration with Zoho Connect. It can be integrated to Apptivo through Salesforce AppExchange. This integration will enable user to send tickets from Apptivo to Zoho Connect. It will automatically populate all the fields in Zoho Connect. There are several benefits of this integration. The main one is that all the information regarding customer can be accessed easily by different departments. For example, if the customer writes a ticket regarding the product, then the technical department can get all the details regarding the product through Zoho Connect right away instead of manually searching for it in Apptivo or Zoho Connect. The other benefit is that it saves time because there is no need to go back and forth between the two systems for each ticket. It also helps in better monitoring of tickets since all the information is available in one place. This integration also enables user to have a single view of all the tickets.
In this business scenario, Apptivo has provided seamless integration with Zoho Connect. Through this integration, it provides complete visibility into customer relationship management. The integration improves productivity by minimizing manual work and by making worker's job easier. The other benefit is that it saves time because there is no need to go back and forth between the two systems for each ticket.
The process to integrate Apptivo and Zoho Connect 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.
