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Customerly + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Customerly + Apptivo

  • Customerly Apptivo

    Customerly + Apptivo

    Add Employee in apptivo when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Apptivo Add Employee
  • Customerly Apptivo

    Customerly + Apptivo

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

    Customerly + Apptivo

    Create Opportunity to apptivo from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Apptivo Create Opportunity
  • Customerly Apptivo

    Customerly + Apptivo

    Create Case to apptivo from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Apptivo Create Case
  • Customerly Apptivo

    Customerly + Apptivo

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new 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.

How Customerly & Apptivo Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Apptivo.

    (2 minutes)

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

Integration of Customerly and Apptivo

Customerly is an analytics-driven marketing platform that helps businesses with their marketing. Marketing is not just about advertising; it's about understanding your customers, making them happy by understanding their needs and delivering what they want. Customerly provides you with the tops to do this. With this platform, you can create targeted campaigns to attract more customers, optimize your ads, optimize your pricing, and enhance your customer experience. Apps & integrations include Salesforce, MailChimp, Google Analytics, Stripe, Zendesk, HubSpot, Facebook Pixel, Fomo, Intercom, Email, Texts, Instagram, Twitter Ads, SMS, Slack.

Apptivo is a cloud-based business management software that allows users to easily manage their company's tasks and processes. Apptivo integrates with Salesforce, MailChimp, Google Analytics, Stripe, Authorize.net, PayPal, Quickbooks, Xero, Zapier, Social Profiles (Facebook, Twitter. and more.

Integration of Customerly and Apptivo

Apptivo is a cloud-based business management software that allows users to easily manage their company's tasks and processes. Apptivo is free for both personal and commercial use. Users can view customer information from Apptivo right on the page of the respective website. This way they don't have to switch between multiple tabs or even apps to check on their customers' details. The integration with Customerly allows users to send emails through Apptivo using Customerly's email marketing features. Through this integration, users can view the open rates of the emails sent with Customerly right in Apptivo. This way it's easy for users to access all important data related to the email campaign in one place without switching between multiple tabs or apps.

Benefits of Integration of Customerly and Apptivo

The integration of these two platforms eliminates the need for switching between multiple tabs and apps while sending and checking your email campaigns. It also allows users to check on the open rates of the emails sent through Customerly directly in Apptivo. The integration of these two platforms also allows users to monitor their customers' activity on Apptivo directly from Customerly without having to log into Apptivo separately. Users can add their contacts from Customerly to Apptivo directly from within Customerly. This way they can make sure that no leads fall through the cracks and everyone gets the attention they deserve.

The process to integrate Customerly 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.