Integrate Google Drive with Apptivo
Appy Pie Connect allows you to automate multiple workflows between Google Drive and Apptivo
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- Lightning Fast Setup
Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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 Google Drive + Apptivo
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Google Drive + Apptivo
Add Employee in apptivo when New File in Folder is created in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Add Employee
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Google Drive + Apptivo
Create Lead to apptivo from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create Lead
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Google Drive + Apptivo
Create Opportunity to apptivo from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create Opportunity
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Google Drive + Apptivo
Create Case to apptivo from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create Case
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Google Drive + Apptivo
Create Contact to apptivo from New File in Folder in Google Drive Read More...When this happens...
New File in Folder
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Google Drive + Apptivo without coding knowledge. Start creating your own business flow.
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New File
Triggers whenever a new file is added to any of the folders.
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New File in Folder
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
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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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Create File from Text
Create a new file from plain text.
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Create Folder
Create a new folder.
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Upload File
An existing file is copied to Google Drive from a different service.
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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.
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How Google Drive & Apptivo Integrations Work
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Step 1: Choose Google Drive 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 Google Drive 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 Google Drive and Apptivo
Google Drive
Google Drive is a cloud storage that you can access from any device. It allows users to store anything from photos, videos, documents, and spreadsheets. For example, if you have a presentation that you want to share with your team members, you can upload it on Google Drive and share the link with them so they can view or edit it. You can also create or join a shared fpder for specific projects.
Apptivo
Apptivo is a Customer Relationship Management software, which helps businesses manage their customers’ customer information more efficiently. It allows users to connect the CRM with other tops in order to make sure data stays synchronized. With Apptivo’s integration of Google Drive, users can use Google Drive to store their Apptivo data, such as contacts, accounts, projects, opportunities, etc. Users can then access their Apptivo database using their browser or mobile device.
Integration of Google Drive and Apptivo
If you are an Apptivo user, data synchronization between Google Drive and Apptivo is possible with this integration. First, users need to install the app, then connect the app with an Apptivo account. Once you have done this, users can create new contacts in Apptivo, which will automatically be added to their Google Drive address book. They can also create new accounts in Apptivo, which will automatically be added to the Google Drive file directory. There’s no need to worry about data synchronization since the integration allows the app to sync Apptivo data periodically.
Benefits of Integration of Google Drive and Apptivo
One benefit of the integration is that it allows users to access all of their Apptivo data on any device. For example, if you need to use another computer for a task but don’t want to go through the trouble of downloading Apptivo again, you can simply log into your Google Drive account and access all your Apptivo information without any trouble at all! Another benefit is that users can easily share their contacts and accounts with others. If you are working on a project with someone else or need to share your contact list with your sales team, you can do so by adding them as editors on the shared fpder, which will allow them to view your contact list. If anyone needs to edit your contact list, they simply need to request access from the owner of the shared fpder. This way, only the people who need access will have it! Lastly, users are allowed to view their Google Drive files in their Apptivo contacts. If you receive an attachment in an email from one of your contacts, you can easily open it in your contacts by simply clicking on it! Then, before managing it in Apptivo, you can also preview the file by double-clicking.
The process to integrate Google Drive 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.
