Apptivo Integrations, Integrate Apptivo using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Apptivo integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Apptivo
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Premium
Vend
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Zoom
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Premium
Amazon SQS
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Shippo
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Premium
MailChimp Ecommerce
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Etsy
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Basecamp Classic
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Xendit
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Deskpro
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Loyverse
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kanban Tool
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Basin
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Getform
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SendFox
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uProc
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StoryChief
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SMTP by Automate
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Netlify
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IMAP by Automate
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AWeber
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Arthur Online
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CheckMarket
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Customerly
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Chargebee
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Mixpanel
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MongoDB
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Nimble
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Acuity Scheduling
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Teachable
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OnceHub
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Snov.io
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Gravity Forms
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Box
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Daylite
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WordPress Quiz Maker
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Keap
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monday.com
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AerisWeather
Here is a list of Apptivo Triggers and Actions available for Apptivo integrations
Explore the various ways you can integrate with Apptivo and automate your workflow by leveraging these Triggers and Actions.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Updated Contact
Trigger when any contact update.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Find Employee
Search employee using email address.
How to Set Up Apptivo Integrations
Follow the steps below to start setting up your Apptivo integrations using Appy Pie Automate:
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![diagram]()
Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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![diagram]()
Step 2: Select App
Select the Apptivo in the App directory and select your desired trigger event.
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![diagram]()
Step 3: Connect Account
Connect your Apptivo account & authenticate it.
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![diagram]()
Step 4: Trigger Ready
Your Apptivo is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Apptivo Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Quick Add Event in Google Calendar when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Quick Add Event
Move Card to List in Trello when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Move Card to List
Remove Label from Card in Trello when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Remove Label from Card
Create Page Photo to Facebook Page from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Page Photo
Set Channel Topic in Slack when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Set Channel Topic
Set Status in Slack when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Set Status
Create/Update Contact to Zoho CRM from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create/Update Contact
Create Draft to Gmail from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Draft
Update Spreadsheet Row in Google Sheets when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Update Spreadsheet Row
Create Detailed Event to Google Calendar from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Detailed Event
Create Board to Trello from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Board
Create Card to Trello from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Card
Create Comment to Trello from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Comment
Delete Checklist in Card in Trello when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Delete Checklist in Card
Add Checklist to Card in Trello when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Add Checklist to Card
Create Folder to Google Drive from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Folder
Send Private Channel Message in Slack when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Send Private Channel Message
Call Phone in Twilio when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Call Phone
Create Item to Zoho Books from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Item
Update Contact in Zoho Books when New Lead is created in apptivo
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When this happens:
New Lead
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Then do this:
Update Contact
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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When evaluating the security of Apptivo's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Apptivo and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Apptivo's integrations, ensuring a robust and protected environment.
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