EngageBay + Apptivo Integrations
Appy Pie Connect allows you to automate multiple workflows between EngageBay and Apptivo
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EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.
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 IntegrationsBest ways to Integrate EngageBay + Apptivo
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EngageBay + Apptivo
Add Employee in apptivo when New Contact is created in EngageBay Read More...When this happens...
New Contact
Then do this...
Add Employee
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When this happens...
New Contact
Then do this...
Create Lead
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When this happens...
New Contact
Then do this...
Create Opportunity
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When this happens...
New Contact
Then do this...
Create Case
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When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect EngageBay + Apptivo without coding knowledge. Start creating your own business flow.
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New Company
Trigger when new company created.
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New Contact
Trigger when new contact created.
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New Contact in List
Trigger when a contact added to the specified list.
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New Deal
Trigger when new deal created.
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New Form Submission
Triggered every time a new form submission occurs.
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New Product
Trigger when new product created.
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New Task
Trigger when new task crreated.
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New Ticket
Trigger when new ticket created.
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Updated Company
Trigger when any company updated.
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Updated Contact
Trigger when any contact updated.
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Updated Deal
Trigger when any deal updated
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Updated Task
Trigger when any task updated.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Add Contact to Form
Adds a contact to a form in your account.
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Add Contact to Sequence
Adds a contact to a sequence.
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Add Tag to Contact
Adds a new tag to a contact. A tag is a label for the identification of a contact.
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Create Contact
Creates a new contact.
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Create Deal
Creates a new deal.
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Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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Remove Tag From a Contact
Remove tag from a contact. A tag is a label for the identification of a contact.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How EngageBay & Apptivo Integrations Work
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Step 1: Choose EngageBay as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from EngageBay to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of EngageBay and Apptivo
EngageBay
EngageBay is a web-based spution that many businesses use to track their inventory, manage their sales channels and access other essential business information at one place. In addition to this, EngageBay also provides an effective way for businesses to reach out to their customers.
Apptivo
Apptivo is a cloud-based business management software that helps you in managing your daily operations. It provides robust features such as CRM, project management, invoicing and accounting, sales automation, and also gives users full contrp over their business data and processes.
Integration of EngageBay and Apptivo
The integration of these two products provides businesses with several benefits. Let’s have a look at the benefits of integration of EngageBay and Apptivo.
- Access to Business Data in One Place
This integration allows users to access business data from just one place. This eliminates the need to jump between multiple sources to check different information. It also stops users from wasting time every time they have to check on different info.
- Save Time and Effort
Accessing business data from just one source automatically saves time and effort for employees. With a single source of information, you do not need to spend time searching for your data across multiple platforms. You can easily pull up the information needed to finish tasks more quickly. This will also increase efficiency as employees will not be required to switch between so many apps while working.
- Record More Accurate Data
Integration of EngageBay and Apptivo will ensure that your data is recorded accurately. You will not need to rely on numerous reports or drop down menus to check your data manually. Instead, all the data will be available at one place where you can easily review it and make corrections if necessary. This will reduce the risk of data entry errors that may occur when employees are dealing with multiple systems. Thus, this integration will help you keep accurate records of your business transactions.
- Reduce Costs and Improve Productivity
Integration of EngageBay and Apptivo will help you reduce costs and achieve better productivity. Integration reduces the need for multiple tops dedicated to different purposes by providing everything under one roof. Also, you can now access all essential information in one place without having to move between multiple tabs or windows. This makes it easier for you to complete tasks faster with fewer delays. The time saved can be used in more productive ways such as completing other tasks, improving customer experience etc. All this will help you improve overall productivity and reduce costs associated with hiring more staff or purchasing additional software licenses.
- Increase Sales and Gain Better Customer Relationships
Integration of this software will also help you increase sales and gain better customer relationships. Integration brings together all your important sales related information in one place where you can easily access it. This allows you to manage sales channels efficiently and effectively and interact with customers in real time. You can now easily send out customized email newsletters to customers who are most likely to convert into paying customers. You can also share various deals and promotions with them instantly through these platforms. This increases customer engagement and improves overall customer experience which eventually leads to an increase in sales. Thus, business owners can expect improved sales as well as better relationships with customers through this integration.
The process to integrate EngageBay 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.
