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Integrate SharpSpring with Apptivo

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

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About SharpSpring

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 Integrations

Best ways to Integrate SharpSpring + Apptivo

  • SharpSpring Integration Apptivo Integration

    SharpSpring + Apptivo

    Add Employee in apptivo when New Account is created in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Apptivo Integration Add Employee
  • SharpSpring Integration Apptivo Integration

    SharpSpring + Apptivo

    Create Lead to apptivo from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Apptivo Integration Create Lead
  • SharpSpring Integration Apptivo Integration

    SharpSpring + Apptivo

    Create Opportunity to apptivo from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Apptivo Integration Create Opportunity
  • SharpSpring Integration Apptivo Integration

    SharpSpring + Apptivo

    Create Case to apptivo from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring Integration New Account
     
    Then do this...
    Apptivo Integration Create Case
  • SharpSpring Integration Apptivo Integration

    SharpSpring + Apptivo

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

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • 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".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SharpSpring & Apptivo Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Apptivo.

    (2 minutes)

  6. 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.