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HubSpot CRM + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate HubSpot CRM + Apptivo

  • HubSpot CRM Apptivo

    HubSpot CRM + Apptivo

    Add Employee in apptivo when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Apptivo Add Employee
  • HubSpot CRM Apptivo

    HubSpot CRM + Apptivo

    Create Lead to apptivo from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Apptivo Create Lead
  • HubSpot CRM Apptivo

    HubSpot CRM + Apptivo

    Create Opportunity to apptivo from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Apptivo Create Opportunity
  • HubSpot CRM Apptivo

    HubSpot CRM + Apptivo

    Create Case to apptivo from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Apptivo Create Case
  • HubSpot CRM Apptivo

    HubSpot CRM + Apptivo

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

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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 HubSpot CRM & Apptivo Integrations Work

  1. Step 1: Choose HubSpot CRM 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 HubSpot CRM to Apptivo.

    (2 minutes)

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

Integration of HubSpot CRM and Apptivo

To begin with, we need to understand what CRM and Apptivo are. CRM stands for Customer Relationship Management. It is a software that helps you to manage your company’s interactions with its customers. CRM helps the companies in the fplowing ways:

It allows you to create a database of your contacts and their information.

It provides you with a better understanding of your customer’s needs and preferences.

It helps you to organize and keep track of your sales and marketing campaigns and maximize the efficiency levels.

It allows you to analyze and compare your data and thus come up with new ideas and strategies for the future.

On the other hand, Apptivo aims at providing a single platform where all your business processes can take place. It has functions which allow you to create, view, edit and share documents online. You can also use it for Time Tracking, Project Time Management, Invoice Managemen, Project Management and more.

Integration of HubSpot CRM and Apptivo is a great idea as it can spve multiple problems related to customer relationship management and project management. Let’s take a look at the benefits of integration of HubSpot CRM and Apptivo:

  • Allows you to build your database easily:

HubSpot CRM allows you to create a database of your contacts and their information. You can then use these details as a basis to reach out to your customers. The integration of HubSpot CRM and Apptivo allows you to import contacts from HubSpot CRM into Apptivo. This way, you can bring all your database on a single platform where you can create a list of leads and manage them easily. Moreover, if you have to contact a person who is not present in your database, you can always use Apptivo’s integrated Google search engine which will help you find information about the person very easily. In addition to this, Apptivo’s option to assign tasks to individuals makes it easier for you to delegate work according to the area of specialization. For instance, if you want an individual from the marketing team to contact a prospective client but do not have his/her information, you can just assign the task to him/her instead of looking for the information yourself.

  • Easy integration between HubSpot CRM and Apptivo:

There is nothing more annoying than having to go through numerous steps to achieve something that was supposed to be very easy. Integration between HubSpot CRM and Apptivo is very simple because both the platforms are created by the same company. Therefore, it becomes very easy for the users of Apptivo to import contacts from HubSpot CRM using Apptivo’s handy Chrome extension. You can now use these contacts as leads in your database or assign them tasks right away.

  • It saves time:

One of the biggest problems faced by most of us these days is lack of time. Integration between HubSpot CRM and Apptivo will allow you to save time by allowing you to seamlessly transfer data between two platforms without having to go through several steps. For example, if you want to assign one of your employees’ tasks without having access to his/her contact information, you can simply select him/her from the contacts imported from HubSpot CRM using Apptivo’s Chrome extension. This way, you can save time by avoiding unnecessary rounds of searching for data or contacting people individually before assigning tasks or sending mails. The integration between HubSpot CRM and Apptivo will also help you save time by helping you convert appointments on your phone into tasks within seconds without having to go through any hassle.

  • Allows sharing of information easily:

The integration between HubSpot CRM and Apptivo enables users to share data across different platforms without having to worry about compatibility issues or data loss issues. The integration allows users to sync all their data accurately on both platforms without having to worry about any alteration in the format of the data stored on either platform. For instance, if you are working on a presentation on Apptivo, you can save it on HubSpot by just clicking on a button that says ‘Save’ which appears just above the file name within the presentation itself. This way, if your system crashes suddenly, all your data will still remain safe on both platforms. Moreover, it makes it easier for users who are working on projects containing extremely large sets of data by importing all their files onto Apptivo or HubSpot directly from emails which contain links for file downloads within them. For example, if your cpleague sends you an email containing links for downloading some files attached to it, he/she can simply share this link with you by clicking on the ‘Share’ tab that appears just above these files in their email itself or just copy it into a new email and send it over to you without having to open it first. In addition to this, if there are multiple people working together on a project in Apptivo, they can send each other updates regarding their progress very easily through emails which can subsequently be shared using links directly from these emails themselves or by forwarding them to other cpleagues who might not have access to the project at that moment in time.

  • No dependency on a single device:

The integration between HubSpot CRM and Apptivo allows users to access their data from anywhere at any time which means that they do not have to worry about losing any data when switching from one device to another because all their information is available in all their devices no matter what happens with one particular device only. For example, if you are working on a project in Apptivo while going through a meeting with a client in the office using an iPad but your iPad crashes suddenly after saving changes in your project, all your changes will still be safe in your main device which is usually a laptop or desktop computer because all your devices sync with each other properly every time they get connected online again. Therefore, users do not have to worry about losing any data while working on multiple devices simultaneously because all their data will always be safe in one single device that they use regularly. Hence, they just have to concentrate on doing their work efficiently rather than worrying about losing their data while switching between different devices manually every time they encounter such issues while working remotely from home or while traveling abroad for work.

The process to integrate HubSpot CRM 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.