?>

EngageBay + Apptivo Integrations

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

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

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 Integrations

Best ways to Integrate EngageBay + Apptivo

  • EngageBay Apptivo

    EngageBay + Apptivo

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

    EngageBay + Apptivo

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

    EngageBay + Apptivo

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

    EngageBay + Apptivo

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

    EngageBay + Apptivo

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

    EngageBay + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • 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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a 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 EngageBay & Apptivo Integrations Work

  1. Step 1: Choose EngageBay 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 EngageBay to Apptivo.

    (2 minutes)

  6. 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.