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Integrate Blesta with Apptivo

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

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About Blesta

Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.

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.

Apptivo Integrations

Best ways to Integrate Blesta + Apptivo

  • Blesta Integration Apptivo Integration

    Blesta + Apptivo

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

    Blesta + Apptivo

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

    Blesta + Apptivo

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

    Blesta + Apptivo

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

    Blesta + Apptivo

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

    Blesta + {{item.actionAppName}}

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

It's easy to connect Blesta + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

  • 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.

    Actions
  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

  • 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 Blesta & Apptivo Integrations Work

  1. Step 1: Choose Blesta 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 Apptivo 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 Blesta to Apptivo.

    (2 minutes)

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

Integration of Blesta and Apptivo

Blesta

Blesta is an open source CRM for small businesses. It is a web-based application which can be used to allow sales, marketing, customer support, project management and sales force automation. Blesta has been designed to be easily customizable by users. It can be integrated with other applications.

Apptivo

Apptivo is a cloud based CRM spution for small businesses. Apptivo is mainly targeted at the SMB market segment. It has been designed to integrate with other applications. With Apptivo, everything is done on the cloud.

Integration of Blesta and Apptivo

Integration of Blesta and Apptivo will allow small business owners to connect their sales platform to their customer support platform using data from both platforms. This will allow them to do things like track the kind of support that customers are getting, track the success rate of support agents, track what kind of issues customers are experiencing, etc. Business owners will be able to create customer service representatives and track the details about these representatives such as their strengths and weaknesses, level of expertise, etc. They will also be able to monitor the effectiveness of their representatives. Business owners will also be able to monitor the performance of each of their representatives and provide feedback on their performance. Business owners will be able to access and view information about the status and progress of projects and tasks assigned to their employees and representatives. They will also be able to take necessary steps in case they feel that any employee or representative is not performing up to the mark. Business owners will also be able to monitor the progress of each project and task assigned to their employees and representatives. Business owners will also be able to monitor the time taken by employees and representatives to complete tasks assigned to them and take necessary steps if they feel that any employee or representative is taking too much time to complete assigned tasks. They will also be able to monitor the performance of employees who are working on different projects and provide feedback on their performance. Business owners will also be able to monitor the progress of projects and tasks assigned to employees and representatives and take necessary steps if they feel that any employee or representative is not keeping up with the pace of work assigned to them.

Benefits of Integration of Blesta and Apptivo

The integration of Blesta and Apptivo will allow small business owners to run a very efficient sales, marketing, customer support, project management and sales force automation process which will help them increase their sales. It will also help them provide high quality service to their customers which will further increase their sales. Business owners will also be able to effectively manage their projects and tasks which will help them run a smooth operation thereby increasing their sales. They will also be able to monitor the performance of their employees which will help them increase productivity thereby increasing their sales. The integration of Blesta and Apptivo will help small business owners run a streamlined process which will help them increase their sales.

The process to integrate Blesta and Apptivo 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.