OnStrategy + Apptivo Integrations
Integrate OnStrategy with Apptivo to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the OnStrategy to Apptivo integration helps boost your business’ efficiency.
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OnStrategy is a strategic planning tool that helps you build your corporate strategy, align your team, and cultivate shared accountability to achieve your organization’s goals.
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 IntegrationsIt's easy to connect OnStrategy + Apptivo without coding knowledge. Start creating your own business flow.
- Triggers
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New CaseTrigger when new case created.
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New ContactTrigger when new contact created.
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New ContractTrigger when new contract created.
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New CustomerTrigger when new customer created.
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New EmployeeTrigger when new employee created.
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New LeadTrigger when new lead created.
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New OpportunityTrigger when new opportunity created.
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Update ContactTrigger when any contact update.
- Actions
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Add EmployeeAdd new employee.
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Create CaseCreate a new case.
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Create ContactCreates a new contact.
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Create CustomerCreates a new customer.
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Create LeadCreates a new lead.
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Create OpportunityCreates a new Opportunity.
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