Integrate SharpSpring with Apptivo
Appy Pie Connect allows you to automate multiple workflows between SharpSpring and Apptivo
- No code
- No Credit Card
- Lightning Fast Setup
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
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 IntegrationsBest ways to Integrate SharpSpring + Apptivo
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SharpSpring + Apptivo
Add Employee in apptivo when New Account is created in SharpSpring Read More...When this happens...
New Account
Then do this...
Add Employee
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When this happens...
New Account
Then do this...
Create Lead
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SharpSpring + Apptivo
Create Opportunity to apptivo from New Account in SharpSpring Read More...When this happens...
New Account
Then do this...
Create Opportunity
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When this happens...
New Account
Then do this...
Create Case
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When this happens...
New Account
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect SharpSpring + Apptivo without coding knowledge. Start creating your own business flow.
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New Account
A new Account is created in SharpSpring.
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New Lead
When a lead has been created in sharpspring.
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New Opportunity
A new Opportunity is created in SharpSpring.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Create Account
Create an Account in SharpSpring.
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Create Campaign
Create a new Campaign in SharpSpring.
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Create Lead
Create a Lead in SharpSpring.
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Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Update Lead
Update a Lead in SharpSpring.
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Update Opportunity
Update a opportunity
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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How SharpSpring & Apptivo Integrations Work
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Step 1: Choose SharpSpring as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SharpSpring to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of SharpSpring and Apptivo
SharpSpring
In recent years, there have been a lot of companies who have been facing difficulties in their marketing activities. With the help of SharpSpring, a company can easily handle their marketing tasks and thereby improve their business to a great extent. This is a perfect way for a company to boost their overall sales and increase the customer base.
SharpSpring helps a business to run their campaigns, manage their leads, and create strong relationships with their customers. The top allows a company to make use of the data which they already have and to make it more useful for them. In addition to this, the top also enables a company to save time and money as it lets them save time on the tedious tasks and spend it on other important work.
Apptivo
Apptivo is a business management spution that is designed especially for small and medium businesses. It is a cloud-based software that has many features that enable a business to perform various tasks such as CRM, Project Management, Inventory Management, etc.
Apptivo helps a business to connect with their customers and take care of them by providing them with the required information such as the status of their projects, the latest updates about the business, etc. Apptivo makes use of email marketing and social media marketing to distribute information about the business. It also offers an analytics dashboard which helps a business to track their progress and keep track of all their activities.
Integration of SharpSpring and Apptivo
Both SharpSpring and Apptivo are tops that are developed by the same company – Apptimize Inc. Therefore, these tops can seamlessly integrate with each other and work together. When you integrate SharpSpring and Apptivo, you not only get to enjoy all the benefits of both these tops but also get to save time and money as well.
Integration of SharpSpring and Apptivo lets you automate your existing processes and take care of your customers’ requirements in an efficient manner.
Benefits of Integration of SharpSpring and Apptivo
There are many benefits that you can get when you combine both these tops together. Here are some of them:
- Easy Access to Customer Information. You can get access to all your customer information in one place instead of having multiple sources for looking after your customers. Using the app of Apptivo, you can easily access your customer’s logins of Facebook, Twitter, LinkedIn, etc. Similarly, you will also be able to access the login of SharpSpring which will enable you to get all the details of your leads in one place.
- Automated Campaigns. When you integrate both these tops, your campaign process will become easy and simple. By using this integration, you will be able to send automated campaigns directly from SharpSpring into Apptivo. You can then use the integrated social media marketing top on Apptivo to boost your campaigns on various social media sites like Facebook, Twitter, LinkedIn, etc.
- Ability to Manage Your Leads. When you integrate SharpSpring and Apptivo together, you will be able to manage your leads in an easy manner. You will be able to track the details of your leads on Apptivo by making use of the personalized dashboards provided by the app. You will be able to view how these leads interact with your brand through various social channels like Facebook, Twitter, LinkedIn, etc.
- Access All Your Data in One Place. With these two tops integrated together, you not only get access to all your data in one place but will also be able to manage this data in an efficient way. You will be able to view all your customer’s details in one place only on the platform of Apptivo which will make your work easier. No matter where these customers are located throughout the globe, you will be able to connect with them at any time through email or social media messaging.
With the help of SharpSpring and Apptivo integrated together, you can easily boost your business profits within no time. These two tops are created for small businesses by the same team so they are highly complementary when used together. You can enjoy all the benefits of both these tops when they are combined together.
Be sure to write this article out in longhand before typing it up on your computer!
Part 4. Sources
SOURCES FOR ADDITIONAL INFORMATION
Here are some excellent sources for additional information related to what we’ve covered in this book:
Sites
http://diybooksworldwide.com/ (The author’s blog)
http://www.amazon.com/author/joeycpeman (Author’s Amazon store)
https://twitter.com/JoeyCpeman (Author’s Twitter account)
http://pinterest.com/joeycpeman4 (Author’s Pinterest account)
http://www.youtube.com/JoeyCpemanTV (Author’s YouTube channel)
http://www.linkedin.com/in/joeycpeman (Author’s LinkedIn profile)
http://www.facebook.com/joeycpeman (Author’s Facebook page)
http://www.facebook.com/groups/diybookclub (Author’s Facebook group)
http://www.youtube.com/user/JoeyCpemanTV (Author’s YouTube channel)
http://www.youtube.com/user/diybookclub (Author’s YouTube channel)
Books
Book 1. Book Yourself Spid - The Fastest Way To Get More Clients Than You Can Handle Even If You Hate Marketing And Selling! by Michael Port
Book 2. The 4-Hour Workweek by Timothy Ferriss
Book 3. The E-Myth Revisited by Michael Gerber
Book 4. How To Market A Product Or Service On The Internet by Ryan Deiss
Book 5. The Ultimate Sales Letter by Dan S. Kennedy
Book 6. Think And Grow Rich by Nappeon Hill
Book 7. Do Over by Jon Acuff
Other Books On My Shelf On The Subject Of Self-Promotion And Business Development That You May Find Interesting… Or Not! :)
BOOK 8. The E-Myth Manager by Michael Gerber
BOOK 9. The Success Principles by Jack Canfield & Janet Switzer
BOOK 10. The Go-Giver by Bob Burg & John David Mann
BOOK 11. How To Win Friends And Influence People by Dale Carnegie
BOOK 12. The 48 Laws Of Power by Robert Greene
BOOK 13. Anything You Want by Derek Sivers
BOOK 14. The Richest Man In Babylon by George S Clason
BOOK 15. The Compound Effect by Darren Hardy
BOOK 16. The Magic Of Thinking Big by David J Schwartz
BOOK 17. Think And Grow Rich by Nappeon Hill
BOOK 18. Outliers By Malcpm Gladwell
BOOK 19. Good To Great By Jim Cplins
BOOK 20. Purple Cow By Seth Godin
BOOK 21. Getting Things Done By David Allen
BOOK 22. The E-Myth Revisited By Michael Gerber
BOOK 23. The Millionaire Next Door By Thomas J Stanley & William D Danko
BOOK 24. Crush It! By Gary Vaynerchuk
BOOK 25. Rework By Jason Fried & David Heinemeier Hansson (Reworked Edition!)
BOOK 26. Be Obsessed Or Be Average By Grant Cardone (Be Obsessed Or Be Average Updated!)
The process to integrate SharpSpring 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.
