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Zoho Sheet + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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 Sheet + Apptivo

  • Zoho Sheet Apptivo

    Zoho Sheet + Apptivo

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

    Zoho Sheet + Apptivo

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

    Zoho Sheet + Apptivo

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

    Zoho Sheet + Apptivo

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

    Zoho Sheet + Apptivo

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

    Zoho Sheet + {{item.actionAppName}}

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

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

    Triggers
  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • 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 Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

  • 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 Sheet & Apptivo Integrations Work

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

    (2 minutes)

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

Integration of Zoho Sheet and Apptivo

Zoho is a popular name when it comes to cloud based office software. It offers different web-based applications for businesses of every size. Zoho has been in the market since 1999 and has always striven to offer affordable, user friendly services to its customers. Zoho Sheet is one of their many offerings, which can be used in conjunction with Apptivo.

Zoho Sheet is a useful top which is simple for anyone to set up and use. Once you log into your dashboard, you will find three options namely, Add New Sheet, Import Data, Export Data. All of these are very easy to use with all the steps being explained in text boxes. The most interesting part is that it does not require any set up or configuration. You can start using it right away without having to do anything extra.

Apptivo is a business management software which can help your business become more efficient. It offers you the ability to increase productivity by streamlining your business processes. With Apptivo, you can manage budgets, organize tasks, set up meetings, share documents and so much more.

Integration between Zoho Sheet and Apptivo is very easy. You only need to go to Apptivo’s settings page where you can add new accounts for Zoho Sheet within two steps. The first step invpves creating an account for Zoho Sheet by entering the credentials of your Zoho Sheet account. The second step is selecting the account name and giving it a password. After this, you will be given the option to create a new sheet or import existing data from Zoho Sheet into Apptivo.

There are numerous benefits of integration of Zoho sheet and Apptivo. The most prominent advantage is that it allows you to move forward while keeping track of progress, whether it’s an employee’s time sheets or project tracking, everything can be monitored efficiently through Apptivo using Zoho Sheet. Another benefit of integration is that it creates consistency across your team members. With the integration, all employees can use the same software for their work and get updates regarding their progress so they can stay updated about their progress with each other. Integration also allows you to track important data in real time so you can use it for further analysis and so much more.

Zoho Sheet makes task management very easy. With the integration of Apptivo and Zoho Sheet, you can monitor project progress, organize tasks and much more through a single software program. If you are looking for a way to make your business more efficient, then this integration is definitely worth looking into.

The process to integrate Zoho Sheet 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.