UPilot + Apptivo Integrations

Integrate UPilot with Apptivo to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the UPilot to Apptivo integration helps boost your business’ efficiency.

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About UPilot

UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.

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
Connect UPilot + Apptivo in easier way

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

  • Triggers
  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm