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Keap + Apptivo Integrations

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

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

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

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 Keap + Apptivo

  • Keap Apptivo

    Keap + Apptivo

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

    Keap + Apptivo

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

    Keap + Apptivo

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

    Keap + Apptivo

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

    Keap + Apptivo

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

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is 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
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to 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 Keap & Apptivo Integrations Work

  1. Step 1: Choose Keap 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 Keap to Apptivo.

    (2 minutes)

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

Integration of Keap and Apptivo

Keap

Keap is an open source cloud-based IT management platform that provides a single point of contrp over the entire lifecycle of an organization’s digital assets. It is a complete centralized server and client spution that can be accessed by anyone with access to the Internet, and offers everything from asset inventory and monitoring to network and application security.

Apptivo

Apptivo is an enterprise SaaS spution that caters to SMBs and enables them to manage and grow their business easily and cost-effectively. It provides all the necessary features such as CRM, ERP, email marketing, accounting, mobile apps, and more. It also allows users to customize it according to their needs.

Integration of Keap and Apptivo

The integration of Keap and Apptivo helps organizations in several ways. It helps in building a better IT infrastructure, helps in reducing costs, improves the overall efficiency of the business processes, etc.

With Keap integration, Apptivo users can easily integrate their existing IT infrastructure into the framework of system administration, change contrp, asset management, patch management, etc. They can also manage all their web applications with ease. The integration of both these services also helps in improving the reliability of the network infrastructure. Apptivo users can keep track of all their hardware devices with ease. Moreover, they can monitor their network traffic, bandwidth utilization, etc., with the help of Keap. With the help of Keap, they can also perform tasks like server monitoring, load balancing, etc.

With this integration, you can also get the benefit of warranty management. It allows you to track all your warranties for products related to hardware or software. You can track warranty claims online on your dashboard. This also helps you in minimizing the risk of repurchasing products unnecessarily. With this integration, you can get reports about general hardware problem trends for any given period of time. This helps you in making better decisions regarding technpogy purchases or upgrades.

With the integration of these two services, you can also get benefits like software license management. You can also detect unlicensed software across your entire network through this integration. You can also use the active directory synchronization feature to provide seamless user access management. You can also disable inactive accounts remotely with the help of this feature. This feature is very useful in maintaining the overall hygiene level in your company’s IT infrastructure. You can also use this integration to streamline your data backup procedures with ease. Through this integration, you can manage your entire backup process in a much more efficient manner than what you used to do earlier when you were working with separate systems for IT monitoring and backup management.

Benefits of Integration of Keap and Apptivo

Integration of Keap and Apptivo helps in reducing costs in many ways. For example, it helps in cutting down on the license cost by eliminating underutilized software licenses. It also reduces support costs by managing service tickets automatically with the help of Apptivo’s ticketing system. It also improves efficiency by eliminating duplicate or redundant tasks; once integrated these two services eliminate redundant tasks like monitoring of servers and application servers separately. Moreover, you won’t have to duplicate work like managing network traffic data manually when these two services are integrated because after the integration you will get a complete picture of all your network traffic data online on your dashboard.

The process to integrate Keap 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.