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Integrate Apptivo with Zoom

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

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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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

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Best ways to Integrate Apptivo + Zoom

  • Apptivo Integration Zoom Integration

    Apptivo + Zoom

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

    Apptivo + Zoom

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

    Apptivo + Zoom

    Create Meeting Registrant to Zoom from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Zoom Integration Create Meeting Registrant
  • Apptivo Integration Zoom Integration

    Apptivo + Zoom

    Create Meeting Registration Custom Question to Zoom from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Zoom Integration Create Meeting Registration Custom Question
  • Apptivo Integration Zoom Integration

    Apptivo + Zoom

    Create Meeting to Zoom from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Case
     
    Then do this...
    Zoom Integration Create Meeting
  • 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 + Zoom in easier way

It's easy to connect Apptivo + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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 Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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

How Apptivo & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Apptivo and Zoom

Apptivo by Apptivo Inc. is a cloud-based business management software which helps manage sales, inventory, and marketing. It also supports development of mobile applications, provides online customer support and integrated accounting (Zoom. It is easy to use and integrates with Office 365, Gmail, Salesforce and Google Apps. Apptivo has a free version and paid versions which can be extended by its add-ons.

Integration of Apptivo and Zoom

When it comes to integrating Apptivo and Zoom, there are certain factors that need to be considered. One of the important factors is the compatibility of the two systems. This invpves the capability of Apptivo to host Zoom software. Another factor of integration is the technpogy used by both systems. The two systems should be able to work together by using compatible technpogies. The third factor is the cost of integration. The cost of integration should not exceed the benefits that one can get from it. The integration should be relatively simple to use and maintain, whereby it requires minimal technical skills.

Benefits of Integration of Apptivo and Zoom

The integration of Apptivo and Zoom will benefit both companies. It will help the companies boost their sales tremendously. Apptivo will get more users and clients due to the ease of use of its system, while Zoom will generate higher sales due to its increased functionality.

In conclusion, Apptivo has many advantages over other CRM systems such as Zoho and Salesforce. Its features include inventory contrp, sales tracking and forecasting, email automation, scheduling and social media integration. All these features are easily usable for everyone in an office, regardless of the level of expertise with computers. This makes it ideal for small businesses which find it difficult to cope with complex systems. With Apptivo’s integration with Zoom, both companies are bound to improve their productivity and sales drastically.

The process to integrate Apptivo and Zoom 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.