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Nutshell + Apptivo Integrations

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

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

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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 Nutshell + Apptivo

  • Nutshell Apptivo

    Nutshell + Apptivo

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

    Nutshell + Apptivo

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

    Nutshell + Apptivo

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

    Nutshell + Apptivo

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

    Nutshell + Apptivo

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

    Nutshell + {{item.actionAppName}}

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Nutshell & Apptivo Integrations Work

  1. Step 1: Choose Nutshell 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 Nutshell to Apptivo.

    (2 minutes)

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

Integration of Nutshell and Apptivo

A Nutshell is an online software-as-a-service (SaaS. company. It was founded in 2009 by Chris Savage, CEO, and Matthew Maziarz, president, who previously founded EatMyShorts.com. It offers a free version of its product to smaller companies.

Nutshell offers the fplowing products:

  • CRM - Customer Relationship Management
  • Project Management
  • Time Tracking
  • Expense Tracking
  • Inventory Tracking
  • Document Management
  • Partner Management

Apptivo is an online accounting software for small businesses. It was founded by Jyoti Bansal in 2012. Apptivo is built on the Microsoft Dynamics platform. Apptivo also offers a free version of its product to smaller companies.

Integration of Nutshell and Apptivo

Nutshell integrated with Apptivo will give the business users an end-to-end spution that will enable them to manage their operations efficiently. The integration will allow the business users to access all the information about their customers through one system which will be more efficient than the two systems separately.

Integration between Nutshell and Apptivo functions as fplows:

  • Appointment Scheduling - When a customer calls on Appointment Scheduling, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project that the customer is interested in. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc.
  • Billing & Invoicing - If a new bill or invoice has to be sent to customer, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project that customer was invoiced for. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc. These fields are a part of a billing form and invoice form respectively.
  • Service Request - When a customer opens a service request, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project where customer has raised a request. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc. These fields are a part of a service request form and a service invoice form respectively.
  • Technical Support – When a customer raises a technical support call, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer such as his profile information, purchase history , subscription details etc . Project Management gives information about the project where customer has raised a request . Time Tracking allows to capture time spent by employees working on the project . Expense Tracking captures expenses made on the project including travel expenses . Inventory Tracking captures inventory of materials used on the project . Document Management gives documents related to the project such as contracts etc . These fields are a part of a technical support form and service invoice form respectively .
  • Relationship Management – When a customer calls on Relationship Management, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management . CRM gives information about the customer such as his profile information , purchase history , subscription details etc . Project Management gives information about the project where customer has raised a request . Time Tracking allows to capture time spent by employees working on the project . Expense Tracking captures expenses made on the project including travel expenses . Inventory Tracking captures inventory of materials used on the project . Document Management gives documents related to the project such as contracts etc . These fields are included in relationship management contact form and relationship management invoice form respectively .
  • Partners – When a partner is added or removed from account or when partners are merged or split , it will automatically link with CRM , Project Management , Time Tracking , Expense Tracking , Inventory Tracking and Document Management . CRM gives information about partners such as partner name , company name , address , phone number etc . Project Management gives information about projects that particular partner is working on . Time Tracking allows to capture time spent by employees working on these projects . Expense Tracking captures expenses made using this partner . Inventory tracking captures inventory of materials used using this partner . Document management gives documents related to this partner such as contracts etc . These fields are included in partner contact form , partner services form , partner invoice form and partner account form respectively .

The process to integrate Nutshell 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.