marketing platform for growing companies. Attract more visitors, build lists, nurture & close sales with one integrated software.
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
Omnisend + ApptivoAdd Employee in apptivo when New Contact is created in Omnisend Read More...
It's easy to connect Omnisend + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when new contact is created.
Triggers when a new custom event is created.
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.
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:
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.
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 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 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.