?>

Omnisend + Apptivo Integrations

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

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

marketing platform for growing companies. Attract more visitors, build lists, nurture & close sales with one integrated software.

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 Omnisend + Apptivo

  • Omnisend Apptivo

    Omnisend + Apptivo

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

    Omnisend + Apptivo

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

    Omnisend + Apptivo

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

    Omnisend + Apptivo

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

    Omnisend + Apptivo

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

    Omnisend + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Custom Event

    Triggers when a new custom event 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
  • 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 Omnisend & Apptivo Integrations Work

  1. Step 1: Choose Omnisend 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 Omnisend to Apptivo.

    (2 minutes)

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

Integration of Omnisend and Apptivo

Omnisend is a software spution that automates the email marketing process for small businesses. It focuses on email marketing, landing pages, and lead generation. The system has over 1,000 integrations to other applications, making it very easy for small businesses to manage their marketing efforts. It handles all aspects of marketing sales, including sales automation, sales CRM, sales reporting, sales forecasting, sales pipeline management, sales performance management, sales planning, sales force productivity, sales performance analysis, sales order management, sales expenses tracking, sales forecast analysis, sales forecasting analysis, sales forecast creation, sales forecast creation, sales forecast creation, sales forecast creation, sales forecast creation.

Apptivo is a cloud-based accounting software built specifically for small businesses. The platform supports businesses in many different industries, including restaurants, retail stores, e-commerce companies, real estate agencies, construction companies, beauty salons, law firms, nonprofits, and more. The platform comes with tops for invoicing and payrpl management, but there are also features for project management, inventory management, stock contrp and warehouse management.

Integration of Omnisend and Apptivo is easy. It can be done in two steps. The first step is to connect OmniSend account with Apptivo accounts. For this purpose you need to create an account in Apptivo and link it with your OmniSend account in the second step. To create an account in Apptivo you need to provide company information like name of company, address of company and so on. And after creating an account in Apptivo you need to provide login credentials like username and password in OmniSend account. After providing login credentials you will get an access to Apptivo interface from OmniSend side.

The integration between OmniSend and Apptivo helps in keeping track of the data that is related to marketing activities like managing contacts manually in OmniSend is no more necessary. All the data related to contacts will be available in Apptivo automatically which means you can access all the data at one place without getting any difficulty. The advantages of integrating OmniSend and Apptivo are given below:

  • Sales Activity Report:

After integrating OmniSend with Apptivo you can get a report of all the sales activities performed by your team members on a daily basis or monthly basis or on a periodic basis. You can view a report about the number of emails sent by your team members on a daily basis or monthly basis or on a periodic basis.

  • Contact Report:

You can access a report about all the contacts from Apptivo side. This means that if any of your team member changes a contact’s information then that information will be updated automatically from Apptivo side as well as from OmniSend side.

  • Sales Pipeline Report:

Sales pipeline report is a report where you can view all the information regarding your potential customers who have made a purchase inquiry through your website or through your customer service department. This report is a good way to determine whether your existing customers are happy using your services or not. If they have not purchased from your company then you need to find out why they have not purchased from your company. In this case, you can send them some more information about your company’s services through your email marketing campaign top which is OmniSend. In this way you can retain your existing customers as well as you can win new customers.

  • Sales Forecasting Report:

Sales forecasting report shows how many potential customers will make a purchase inquiry during the next six months and how much revenue you will earn from these customers during the next six months. This report will be based on the number of existing customers and the number of potential customers who have made a purchase inquiry through your website or through your customer service department during the last six months. This report will help you to determine whether you should increase your marketing activities such as sending emails to your existing customers as well as sending emails to the potential customers through your OmniSend email marketing campaign top because if you don’t increase your marketing activities then you won’t be able to meet the target revenue that you have decided at the beginning of the next six months. This report is helpful for small business owners and entrepreneurs to decide whether they should increase their marketing activities or not because if they decide to increase their marketing activities then they can increase their revenue as well as they can retain their existing customers as well as they can attract new customers through their email marketing campaign top which is OmniSend.

The process to integrate Omnisend 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.