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WordPress + Apptivo Integrations

Syncing WordPress with Apptivo is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

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 WordPress + Apptivo in easier way

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

    Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • 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 Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete Custom Post Type

    Deletes a existing custom post type.

  • Delete User

    Deletes an existing user.

  • 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 WordPress & Apptivo Integrations Work

  1. Step 1: Choose WordPress 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 WordPress to Apptivo.

    (2 minutes)

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

Integration of WordPress and Apptivo

WordPress is a free and open source content management system (CMS. based on PHP and MySQL. It was first released in 2003 and is currently used by over 32 million websites, with many of the world’s top news and media sites using WordPress (Source. WordPress.

Apptivo is a CRM and online helpdesk spution that helps you close more deals and improve customer experiences. It is a cloud-based application, which is built on top of Salesforce and is compatible with all major Salesforce integrations (Source. Apptivo.

Integration of WordPress and Apptivo

WordPress and Apptivo can be integrated together to create an effective business spution for small business owners.

WordPress is a popular CMS platform because of its easy-to-use interface, plethora of themes, plugins, and SEO functionality. Apptivo is a CRM platform that helps users keep track of their lead generation efforts, customer support, sales pipeline, etc. The integration of WordPress and Apptivo enables users to manage their website content via Apptivo. Moreover, it helps users to generate leads via Apptivo, which can then be converted into customers via WordPress.

First, users will have to install the Apptivo WordPress plugin. To do this, they would need an Apptivo account along with the Apptivo plugin available for download on WordPress. Next, users would have to enter their Apptivo credentials to authenticate the integration. Then the Apptivo dashboard would be displayed in the WordPress dashboard, where users can assign clients to projects, send custom emails to clients, create task lists, view project reports, etc. Users can also send emails directly from their WordPress dashboard without having to access their email account.

Benefits of Integration of WordPress and Apptivo

The integration of WordPress and Apptivo offers several benefits to small business owners. First, it helps them to manage their website content effectively. The WordPress CMS platform offers extensive functionality to both administrators and non-administrators, making it easy for small business owners to make changes to their website. Moreover, the seamless integration between WordPress and Apptivo allows users to keep track of all their website content via Apptivo. This way they can use Apptivo to export website data like pages, posts, comments, tags, categories, etc. into spreadsheets or PDFs for offline reference. These features enable small business owners to improve their site performance through improved analytics by tracking various metrics. Furthermore, the integration reduces the need for multiple tops because users only have to use one top for both website management and lead generation.

The process to integrate WordPress 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.