ActiveDEMAND + Apptivo Integration

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Popular ActiveDEMAND + Apptivo Workflows

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ActiveDEMAND + Apptivo Integration

Create Apptivo contact for new ActiveDEMAND contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Apptivo contact and ActiveDEMAND contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Apptivo + ActiveDEMAND Integration

Create ActiveDEMAND contact for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use ActiveDEMAND to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Apptivo, a corresponding contact will automatically be created in ActiveDEMAND.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ActiveDEMAND + Apptivo Integration
1.
  • ActiveDEMAND
    Contact is created in ActiveDEMAND Instant
  • ActiveDEMAND
    Contact is updated in ActiveDEMAND Instant
  • ActiveDEMAND
    History is created in ActiveDEMAND Instant
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
2.
  • ActiveDEMAND
    Create contact in ActiveDEMAND
  • ActiveDEMAND
    Search contact in ActiveDEMAND
  • ActiveDEMAND
    Create form entry in ActiveDEMAND
  • ActiveDEMAND
    Create history in ActiveDEMAND
  • ActiveDEMAND
    Add contact to campaign in ActiveDEMAND
  • ActiveDEMAND
    Add contact to list in ActiveDEMAND
  • ActiveDEMAND
    Remove contact from list in ActiveDEMAND
  • ActiveDEMAND
    Remove contact from campaign in ActiveDEMAND
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
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