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Zoho Connect + Apptivo Integrations

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

  • No code
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  • Lightning Fast Setup
About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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 Zoho Connect + Apptivo

  • Zoho Connect Apptivo

    Zoho Connect + Apptivo

    Add Employee in apptivo when New Mention is created in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Apptivo Add Employee
  • Zoho Connect Apptivo

    Zoho Connect + Apptivo

    Create Lead to apptivo from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Apptivo Create Lead
  • Zoho Connect Apptivo

    Zoho Connect + Apptivo

    Create Opportunity to apptivo from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Apptivo Create Opportunity
  • Zoho Connect Apptivo

    Zoho Connect + Apptivo

    Create Case to apptivo from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Apptivo Create Case
  • Zoho Connect Apptivo

    Zoho Connect + Apptivo

    Create Contact to apptivo from New Mention in Zoho Connect Read More...
    Close
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Apptivo Create Contact
  • Zoho Connect {{item.actionAppName}}

    Zoho Connect + {{item.actionAppName}}

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task 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
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Zoho Connect & Apptivo Integrations Work

  1. Step 1: Choose Zoho Connect 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 Zoho Connect to Apptivo.

    (2 minutes)

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

Integration of Zoho Connect and Apptivo

Zoho Connect

Zoho Connect is a cloud-based integrated suite of business applications that has been built on the Salesforce platform. The product suite includes email, contacts, calendar and other cloud-based CRM features.

Apptivo

Apptivo is a cloud-based accounting software that helps small businesses automate their operations, while also helping improve operational efficiency, productivity and customer satisfaction.

Integration of Zoho Connect and Apptivo

Zoho Connect and Apptivo are both cloud-based SaaS products that provide an integrated spution for small businesses. Integration between the two can help enable seamless data transfer between the two and enable them to be used more effectively. For example, integration between the two can enable Apptivo to automatically update Salesforce leads with information from mail sent using Zoho Connect. This way, when a sales representative receives an inquiry from a lead through Salesforce, he or she can open it in Apptivo and have the contact information immediately available. Similarly, integration between Zoho Connect and Apptivo can enable the user to send invoices directly from Zoho Connect, thereby eliminating the need for additional steps such as creating a new invoice in Excel.

Benefits of Integration of Zoho Connect and Apptivo

Integration between Zoho Connect and Apptivo helps create a seamless experience for the user. Integration enables users to access all the important financial data from all their apps in one place. It also eliminates the need for extra steps such as copy-and-paste, which can be cumbersome. Furthermore, the integration enables real-time data synchronization between Zoho Connect and Apptivo.

The process to integrate Zoho Connect 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.