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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 a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

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 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 marketing automation platform that helps companies to engage their customers. It integrates with many different tops and is a great automation top. It is an overall amazing product with great functionality and unique abilities.

Apptivo

Apptivo is a CRM top that helps small businesses manage their sales, accounting, and contacts. It is one of the best CRM tops available and has great functionality.

Integration of Drift and Apptivo

Integration of Drift and Apptivo will make it incredibly easy for businesses to automate their customer engagement and increase their sales. The integration will allow you to send emails to leads in Apptivo. You can also include your Apptivo data in reports from Drift. If a customer logs into Drift and goes through the workflow, they will be prompted to sign up for your Apptivo trial. You can also see which users are on each plan in your Apptivo account. This will make it so much easier to track important information. This integration also allows you to see how many people have started the trial, how many people have converted to a paid plan, and how many people are still on the free plan. All of this information is provided in real-time so you can easily track your progress.

Benefits of Integration of Drift and Apptivo

The integration of Drift and Apptivo will create incredible benefits for your business. The benefit I feel the most strongly about is improved efficiency. This integration makes it very easy to track important information like if someone has subscribed to one of your plans or if someone has upgraded or downgraded a plan. This integration will also allow you to send automated emails based off certain actions that your prospects take. This means you can set up an email sequence to send people a series of emails when they become a lead, when they convert to a paid plan, when they upgrade or downgrade their plan, or when they cancel their account. These email sequences will be easy to set up and will make it so much easier for you to communicate with your customers. Another benefit that I feel very strongly about is improved sales. With this integration it will be easy to sell your Apptivo trial because all of your leads will automatically be put onto the Apptivo trial. You don’t have to worry about sending out any emails or tracking who signed up for the trial because it all happens automatically. This makes it so much easier for you to focus on other parts of your business. This integration also allows you to track more data than ever before because you can see everything happening in real time. You don’t have to wait until the next day to see what happened during the previous day. This integration allows you to track all of your progress in real time so you can see how well your campaign is doing every second. Another way that this integration benefits your business is by giving you access to more information about your leads and customers. For example, you can see when someone became a lead, when they upgraded or downgraded their plan, when they canceled their account, etc. This new information allows you to better organize your leads and better understand how well your products are doing. The final benefit I want to talk about is increased brand awareness. When someone signs up for an account on Apptivo, they are sent an email from Drift which asks them if they want to try out some of their other products. When they agree they are taken to a landing page where they can choose which product they want to try out first. This means that even if they sign up for an Apptivo account, they may try out another product later on. This increases brand awareness because even if people don’t end up using Apptivo, they may use another product in the future because they know you exist.

This integration of Drift and Apptivo is really beneficial for anyone using either of these products. It makes it very easy to get more sales and communicate with your customers easier than ever before.

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.