Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
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
Microsoft Exchange + ApptivoAdd Employee in apptivo when New Email is created in Microsoft Exchange Read More...
Microsoft Exchange + ApptivoCreate Lead to apptivo from New Email in Microsoft Exchange Read More...
Microsoft Exchange + ApptivoCreate Opportunity to apptivo from New Email in Microsoft Exchange Read More...
Microsoft Exchange + ApptivoCreate Case to apptivo from New Email in Microsoft Exchange Read More...
Microsoft Exchange + ApptivoCreate Contact to apptivo from New Email in Microsoft Exchange Read More...
It's easy to connect Microsoft Exchange + Apptivo without coding knowledge. Start creating your own business flow.
Calendar Event Start
New Calendar Event
Updated Calendar Event
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Microsoft Exchange and Apptivo are integrated in such a way that your business gets complete access to your emails on every device. Your calendar and contacts will also be available on all devices so that you can keep track of your appointments and remember important people you are working with. Every communication that you send or receive can be stored in a centralized location so that you never miss an important email message again. In addition, Apptivo lets you easily create specialized reports that can help you optimize your business processes.
The integration of Microsoft Exchange and Apptivo allows you to get an instant overview of all your communication channels and use them effectively. It also helps you manage your sales process efficiently because it gives you a clear picture of your potential customers or clients. Likewise, the integration of these two sputions helps you identify opportunities faster because you can see exactly who has been contacting you and what they have communicated to you over time. Finally, Apptivo allows you to make better decisions by allowing you to see the financial impact of each decision before it is implemented.
The process to integrate Microsoft Exchange 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.