Integrate WHMCS with Apptivo

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

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WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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.

Want to explore WHMCS + Apptivo quick connects for faster integration? Here’s our list of the best WHMCS + Apptivo quick connects.

Explore quick connects
Connect WHMCS + Apptivo in easier way

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

  • Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

  • 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

  • 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.

How WHMCS & Apptivo Integrations Work

  1. Step 1: Choose WHMCS 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 WHMCS to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of WHMCS and Apptivo

WHMCS is the all-in-one client management, billing, and support spution for web hosting companies. This article explains how Apptivo integrates with WHMCS to provide server management, billing, and marketing automation for both SaaS and on-premise businesses.

Integration of Apptivo with WHMCS helps you organize your business processes more efficiently. You can automate each step of your sales process, whether you are working with SaaS companies or on-premises companies. Here’s an outline of how Apptivo integrates with WHMCS:

The basic integration is triggered when a customer enters his/her billing information in Apptivo’s billing system. The integration is set up to send a notification to a user who has been designated as a person responsible for WHMCS. The user can then log into WHMCS and update the billing data. Integration works in both directions—a change made in WHMCS will be reflected in Apptivo, and vice versa.

After the initial integration, Apptivo CRM provides a dashboard that allows you to see all your customers from a single location. You can create customer groups and assign campaigns to them without having to switch between systems.

You can also create a group of customers who have not yet activated their accounts. It is quite common for a customer to try a product before signing up for a paid plan. You can create a group of such customers and run a campaign for cross-selling.

In addition, you can create a list of customers whose accounts have expired. With this feature, you can send out renewal offers from Apptivo CRM. These customers will be added to a special list that you can access from Apptivo CRM. In addition to that, you can use the automation features of Apptivo to send out renewal offers based on various triggers such as days left until expiration or last payment date. You can also track the progress of the renewal offers and mark customers as “Renewed” if they accept your renewal offer.

For example, if a customer account expires on April 12, 2014, but the last payment for this customer was made on March 2, 2014, then you can set up an automation rule to send an email offering renewal as soon as the last payment date crosses the renewal date (April 12. After that, you can set up another automation rule to mark this customer as renewed if he/she accepts your offer.

The integration of Apptivo and WHMCS helps you optimize your business processes and increase sales and customer satisfaction levels. Use it to streamline your sales and marketing efforts and reduce your workload!

The process to integrate 403 Forbidden and 403 Forbidden 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.

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