Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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
Zoho CRM + ApptivoAdd Employee in apptivo when New Contact is created in Zoho CRM Read More...
It's easy to connect Zoho CRM + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Zoho CRM (Customer Relationship Management. is the integrated suite of business applications that helps companies to manage sales, service, marketing and operations. It has features like lead management, customer support, sales tracking, email marketing, social media integration, task management, cplaboration and reporting. The company was started in 1999. It is based in Hyderabad, India. The company offers software as a service (SaaS. for businesses. It includes customer relationship management (CRM), project management, online marketing, accounting and other tops all under one roof. Zoho’s products are available via the cloud or on-premises.
The first product of Zoho was launched in 1999. Later it acquired other products like Zoho Projects (project management software), Zoho Books (accounting software), Zoho Reports (web-based reporting top), Zoho Sites (website builder), Zoho Desk (email client), Zoho CRM (CRM software. etc. Zoho later merged the multiple products into one suite called Zoho One.
Apptivo CRM is a CRM platform that enables small and medium enterprises to focus on building meaningful relationships with their customers. It helps businesses to manage CRM operations with its intelligent automation features. The platform provides real-time insights into customer behaviour patterns. It enables businesses to automate repetitive tasks so they can focus more on building meaningful relationships with their customers. The platform provides intelligent automation features for lead management, marketing campaigns, customer support, sales tracking and analytics. It also integrates with third-party apps used by larger corporations.
Apptivo was founded by the former president of the New York Times Company Lawrence Ingrassia in 2010. Since then it has grown to become one of the leading cloud CRM platforms worldwide with over 7,000 clients in over 100 countries including Nokia, Apple, Sun Microsystems, The New York Times Company, Fidelity Investments, Viacom and many others.
Integration of Zoho CRM and Apptivo allows customers to build meaningful relationships with customers by automating repetitive tasks and providing real-time insights into customer behaviour patterns. This integration is beneficial for both parties as it gives customer access to a wider set of functionalities and helps them to make more money from existing customers and better manage new customers by automating core activities like lead generation and sales tracking.
The process to integrate Zoho CRM 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.