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  2. Microsoft Exchange
  3. Integrations
  4. Apptivo

Microsoft Exchange + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Microsoft Exchange Integrations
About Microsoft Exchange

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.

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 Microsoft Exchange + Apptivo

  • Microsoft Exchange Apptivo

    Microsoft Exchange + Apptivo

    Add Employee in apptivo when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Apptivo Add Employee
  • Microsoft Exchange Apptivo

    Microsoft Exchange + Apptivo

    Create Lead to apptivo from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Apptivo Create Lead
  • Microsoft Exchange Apptivo

    Microsoft Exchange + Apptivo

    Create Opportunity to apptivo from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Apptivo Create Opportunity
  • Microsoft Exchange Apptivo

    Microsoft Exchange + Apptivo

    Create Case to apptivo from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Apptivo Create Case
  • Microsoft Exchange Apptivo

    Microsoft Exchange + Apptivo

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

    Microsoft Exchange + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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.

Show All

How Microsoft Exchange & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Apptivo.

    (2 minutes)

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

Integration of Microsoft Exchange and Apptivo

  • Exchange is the most popular suite of messaging and cplaboration software that helps organizations communicate effectively. Office 365 is Microsoft’s cloud-based version of Exchange. Office 365 comes in two flavors. E3 and E5. The difference between these two is the number of licenses you need to buy. If you have 50 users, for example, you need to buy only 50 licenses for E3. But if you want more than 50 users, then you need to buy licenses for E5.
  • Apptivo is a cloud-based Customer Relationship Management (CRM. spution that is designed to help small and midsize businesses increase their profits by managing customer information and streamlining sales processes. It provides services such as lead generation and tracking, email marketing, appointment scheduling, project management, invoicing, and many others.

    • Integration of Microsoft Exchange and Apptivo

    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.

    Benefits of Integration of Microsoft Exchange and Apptivo

    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.

    Suggested Integrations