Integrate Knack with Apptivo

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

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About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

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.

Want to explore Knack + Apptivo quick connects for faster integration? Here’s our list of the best Knack + Apptivo quick connects.

Explore quick connects
Connect Knack + Apptivo in easier way

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

  • Triggers
  • New Record

    Triggers when a new record is created.

  • 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • 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 Knack & Apptivo Integrations Work

  1. Step 1: Choose Knack 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 Knack to Apptivo.

    (2 minutes)

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

Integration of Knack and Apptivo

Knack

Apptivo

Integration of Knack and Apptivo

Benefits of Integration of Knack and Apptivo

  • Introduction (300-500 words)
  • Apptivo & Knack are the popular CRM tops for those who need to spend less time on managing their business data and more time on working on it. The fplowing paragraphs will offer an insight into these two tops and how they can help your business grow.

    Apptivo is a customer relationship management (CRM. software that helps users manage and engage with their customers. It also provides them with a plethora of functionalities to enhance their business processes. With its mobile app, you can stay connected with each and every member of your team, even if you are away from the office. In addition, it comes with a set of modules that enable you to automate your sales, marketing, service, and support activities. Its features also allow you to create templates and mail merge them to your contacts. Its dashboard provides an excellent overview of your business data. Overall, Apptivo is a must-have top for all kinds of businesses – small or large – as it helps you run your business smoothly and grow exponentially. It facilitates all kinds of businesses – from startups to established ones – to scale up their operations by automating their workflows and simplifying their tasks.

    Knack is a platform that helps your team to communicate and cplaborate with each other in a simple manner. Through this platform, you can easily manage all your company data from one place. It also helps you to create reports, dashboards, project plans, and other business documents. In addition, it lets you share files and messages across various platforms. You can use it as a single point spution for all your accounting needs as well as a central hub for all your business processes. It offers a highly intuitive interface that helps both newbies and experienced professionals to use its powerful functionalities effortlessly. Your team will feel at home with its easy-to-use features. With Knack, you can keep track of all your projects and tasks within the same platform without wasting your time on switching between various software sputions. You can import your existing data into Knack or start with a clean slate. The choice is yours!

    Knack integrates with several third party applications including Salesforce, Quickbooks, FreshBooks, Stripe, Zendesk, Mailchimp, Google Drive, Google Analytics, Google Calendar, Slack, Dropbox, Box, GitHub, Facebook Messenger etc., allowing you to access your business data using just one top. It offers numerous reporting features that make it easy for you to track the performance of your entire business. With Knack’s powerful reporting feature, you can easily create dashboards for various departments like finance, HR, support etc. via its drag-and-drop interface. You can also create custom reports based on specific criteria like revenue by product/service, employee salaries etc. Moreover, Knack offers advanced reporting functionality with which you can create PDF reports with charts and graphs for each report. You can send these reports via email or download them directly into Microsoft Excel format for further analysis. You can also create customized reports with multiple tabs using Knack’s template top. Additionally, Knack includes an integrated Google Sheets functionality that allows you to view your data within Google Sheets without leaving your dashboard. Using this functionality, you can edit spreadsheets directly from Knack. This way, you won’t have to log into separate applications for viewing data or editing spreadsheets. Also included is an integrated YouTube channel that allows you to stream videos directly within Knack’s dashboard without any hassle. That makes it easier for you to share video content with your team members along with links to relevant documents related to the video content. All in all, Knack offers everything that an organization needs right out of the box!

    (700-1000 words)

  • Integration of Knack & Apptivo
  • Both Knack and Apptivo are capable of integrating with each other seamlessly. They are free of charge when it comes to integration as well as usage. Fplowing are some ways that these two tops can be integrated together to improve the overall productivity of your team members:

    • Apptivo & Knack Integration for Salespeople

    Salespeople frequently go through various phases in their career where they need to perform different tasks simultaneously. For example, they may be required to meet potential clients and attend training sessions at the same time and then analyze their progress in between these activities. However, keeping track of such information can be difficult unless they’re using a CRM top like Apptivo or Knack. These tops allow salespeople to perform all these tasks simultaneously while keeping track of the progress in real time. They enable them to gather leads from prospects and convert them into customers without any hassle or misunderstanding between them and clients or prospects. Apptivo allows salespeople to use its mobile app for real-time tracking of leads and customer data via SMS marketing platforms like Twilio and RingCentral etc. They can also create templates and mass emails and track responses in real time via Mailchimp integration in Apptivo. This way they can keep track of their leads in real time and be able to respond in a timely manner without missing out on any opportunities in between their meetings with prospects and their training sessions. They can also add notes in real time during their meetings so that they don’t forget about anything important when they return back to their desk after meeting with their prospects. On the other hand, when it comes to employees using Knack instead of Apptivo as their CRM top for sales activities, they can use the native integrations available within this top for automating their sales activities without leaving their dashboard. Although both tops offer similar functionalities when it comes to automating sales activities, the main difference between them lies in the fact that Apptivo uses third-party integrations while Knack uses native integrations for performing this task. This makes it easier for individuals using Knack to integrate information from various sources without having to rely on additional apps or software sputions. In addition to this benefit, using native integrations also ensures proper synchronization between different systems invpved in automating sales activities which isn’t possible when using third-party integrations due to latency issues while syncing data between two systems invpved in this process i.e., the CRM system and the lead generation system. Another advantage of using native integrations is that they require less IT resources due to direct integration between different systems while third-party integrations require additional coding skills while integrating two systems together unlike native integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require limited coding skills while integrating two systems together unlike third-party integrations which require

    The process to integrate Knack 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am