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Integrate Gmail with Apptivo

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

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail + Apptivo

  • Gmail Integration Apptivo Integration

    Gmail + Apptivo

    Add Employee in apptivo when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Apptivo Integration Add Employee
  • Gmail Integration Apptivo Integration

    Gmail + Apptivo

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

    Gmail + Apptivo

    Create Opportunity to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Gmail Integration Apptivo Integration

    Gmail + Apptivo

    Create Case to apptivo from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Apptivo Integration Create Case
  • Gmail Integration Apptivo Integration

    Gmail + Apptivo

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

    Gmail + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gmail & Apptivo Integrations Work

  1. Step 1: Choose Gmail 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 Gmail to Apptivo.

    (2 minutes)

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

Integration of Gmail and Apptivo

Gmail is a free web-based e-mail service developed by Google. Gmail allows users to send and receive e-mail messages, and manage their contacts, using a web browser. It also comes with an optional storage space hosted on Google's servers, allowing users to send and receive attachments via the e-mail service. Apptivo is a cloud-based customer relationship management (CRM. and sales automation software for small and medium businesses and organizations. Apptivo’s CRM service integrates with Google Apps and Gmail, providing users with a single platform that saves time when working with customers and leads. This integration enables users to view customer data in Gmail. For example, an email from a customer can be directly added to a lead in Apptivo. This integration gives users access to their customer data in Gmail, making it easier to manage leads and fplow up with customers.

The integration of Gmail and Apptivo provides users with two primary benefits. ease of use and time saving. The integration makes it easy for users to use and integrate Gmail and Apptivo in their daily workflows. For example, when a user receives an email from a customer, they can easily create a new lead in Apptivo by clicking the customer’s name in the email message. This also means that users can automatically save important client information without leaving Gmail. When creating leads, the user can automatically attach notes taken during the conversation with the client, reducing the need for manual data entry later on.

Because Apptivo is integrated into Gmail, users are able to seamlessly log emails into Apptivo leads. This integration also enables users to see what has already been done on a lead. This feature makes it easier for users to log emails into leads because they do not have to remember the information they have previously entered about the lead. For example, if a user enters notes about a lead on one day, these notes will be displayed the next time the user logs an email for this lead. As long as the user has logged at least one email on this lead, all of their previous actions are shown on the lead page. Also, because the notes are attached directly to the lead, there is no need for users to search their email inboxes for notes about this lead every time they log an email on the lead.

In conclusion, integrating Gmail and Apptivo makes it easy for users to create leads and manage their workflow without having to switch between different applications. Because Apptivo is seamlessly integrated into Gmail, users can quickly create new leads or enter important information about existing leads without having to leave Gmail.

The process to integrate Gmail 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.