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Drift + Apptivo Integrations

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

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

Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today

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 Drift + Apptivo

  • Drift Apptivo

    Drift + Apptivo

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

    Drift + Apptivo

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

    Drift + Apptivo

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

    Drift + Apptivo

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

    Drift + Apptivo

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

    Drift + {{item.actionAppName}}

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

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

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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 or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

  • 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 Drift & Apptivo Integrations Work

  1. Step 1: Choose Drift 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 Drift to Apptivo.

    (2 minutes)

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

Integration of Drift and Apptivo

Drift

Drift is a chatbot platform which allows users to interact with the bot. It has a huge database of bots which are available on its own website.

People can create chatbots on the Drift website. The bot will be made available for their website, where it can be accessed by the visitors/customers.

Apptivo

Apptivo is an ERP software, used by small and medium-sized businesses. It is a cloud-based software, which is easy to install, use and manage.

There are many features of Apptivo, including customer support, e-commerce, accounting, inventory management, project management, project accounting, point of sale, reporting, cplaboration tops etc.

Integration of Drift and Apptivo

Apptivo is an ERP software. It provides many functions, but not all of them are required by every business. Some of the functions are must have for a business owner. So, if Apptivo is integrated with Drift, then the business owner can access only the features which he/she needs. Drift allows integration of Apptivo with bots and together provide a great combination of two different products. For example, the customer support in Apptivo and the chatbot in Drift can be integrated with each other to provide a superior customer service experience.

The ERP software helps the business owner to keep track of the financials of his/her business. The integration of Drift and Apptivo helps in providing accurate and timely information to the business owner. The business owner will be able to make decisions based upon the accurate data provided by Apptivo and Drift.

If there is any issue in Apptivo or Drift or both, the problems can be identified and respved quickly. The integration will also help in improving user experience and reduce learning curve for both bots and ERP software.

Benefits of Integration of Drift and Apptivo:

Offers improved customer experience to customers by answering their queries quickly and efficiently.

Improves user experience through automation of processes like order processing, invoicing etc.

Improves product quality through automation of various tasks such as testing and bug tracking.

Reduces operational cost through automation of various tasks.

Reduces time to market for new products by using automated workflow process.

The process to integrate Drift 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.