Agiled + Apptivo Integration

Connect Agiled to Apptivo - Automate your workflows in 1-click

Make use of Agiled and Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Agiled & Apptivo using Integrately.
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Ready Workflows For Agiled + Apptivo Integration

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Agiled + Apptivo Integration

Create Apptivo contact for new Agiled contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agiled - Apptivo integration, anytime a new Agiled contact is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Agiled + Apptivo Integration

Create Apptivo contact for new Agiled proposal

If your business uses Agiled to create proposal, you'll want to make sure that your Apptivo account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Apptivo each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new contact in Apptivo.
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Apptivo + Agiled Integration

Create Agiled contact for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apptivo - Agiled integration, anytime a new Apptivo contact is created, an Agiled contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apptivo + Agiled Integration

Create Agiled task for new Apptivo contact

Apptivo and Agiled are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apptivo, do you also create a task in Agiled? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agiled + Apptivo Integration
1.
  • Agiled
    Employee is created in Agiled

    Triggers the automation whenever an engagement action is created or modified

    Instant
  • Agiled
    Task is created in Agiled

    Triggers the automation whenever a new task is created

    Instant
  • Agiled
    Contact is created in Agiled

    Triggers the automation whenever a new contact is created

    Instant
  • Agiled
    Invoice is created in Agiled

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Agiled
    Project is created in Agiled

    Triggers the automation whenever a new project is created

    Instant
  • Agiled
    Product is created in Agiled

    Triggers the automation whenever a new product is created

    Instant
  • Agiled
    Ticket is created in Agiled

    Triggers the automation whenever a new ticket is created

    Instant
  • Agiled
    Contract is created in Agiled

    Triggers the automation whenever a new contract is created

    Instant
  • Agiled
    Estimate is created in Agiled

    Triggers the automation whenever a new estimate is created

    Instant
  • Agiled
    Account is created in Agiled

    Triggers the automation whenever a new account is created

  • Agiled
    CRM source is created in Agiled

    Triggers the automation whenever a CRM source is created

  • Agiled
    CRM status is created in Agiled

    Triggers the automation whenever a CRM status is created

  • Agiled
    Sales agent is created in Agiled

    Triggers the automation whenever a new sales agent is created

  • Apptivo
    Case is created in Apptivo

    Triggers the automation whenever a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation whenever any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation whenever any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation whenever a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation whenever a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation whenever any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation whenever a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation whenever customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation whenever a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation whenever a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation whenever a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation whenever a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation whenever a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation whenever a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation whenever the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation whenever a lead is removed from the system

    Instant
2.
  • Agiled
    Create contact in Agiled

    Automatically adds a new contact to the database

  • Agiled
    Update contact in Agiled

    Automatically updates contact information with new details

  • Agiled
    Delete contact in Agiled

    Automatically removes a contact from the address book

  • Agiled
    Create task in Agiled

    Automatically creates a new task

  • Agiled
    Delete task in Agiled

    Automatically removes a particular task

  • Agiled
    Update task in Agiled

    Automatically updates the task with new information or changes

  • Agiled
    Create employee in Agiled

    Automatically adds a new contact to the contact list

  • Agiled
    Delete employee in Agiled

    Automatically removes an employee's profile from the system

  • Agiled
    Update employee in Agiled

    Automatically updates employee information in real-time

  • Agiled
    Create project in Agiled

    Automatically creates a new project

  • Agiled
    Update project in Agiled

    Automatically updates project information

  • Agiled
    Delete project in Agiled

    Automatically removes a project from the system

  • Agiled
    Create Invoice in Agiled

    Automatically generates invoices for sales transactions

  • Agiled
    Update Invoice in Agiled

    Automatically updates invoice details based on new information

  • Agiled
    Delete invoice in Agiled

    Automatically deletes selected invoice records

  • Agiled
    Create ticket in Agiled

    Automatically generates a new ticket

  • Agiled
    Update ticket in Agiled

    Automatically updates ticket information

  • Agiled
    Delete ticket in Agiled

    Automatically removes a ticket from the system

  • Agiled
    Create estimate in Agiled

    Automatically adds a new contact to the contact list

  • Agiled
    Update estimate in Agiled

    Automatically revise and adjust cost projections in the estimate based on new data inputs

  • Agiled
    Delete estimate in Agiled

    Automatically removes an estimate entry from the database

  • Agiled
    Create contract in Agiled

    Automatically generates a contract document based on particular criteria

  • Agiled
    Update contract in Agiled

    Automatically updates contract details and terms as needed

  • Agiled
    Delete contract in Agiled

    Automatically removes a particular contract from the database

  • Agiled
    Create expense in Agiled

    Automatically generates a new expense record

  • Agiled
    Update expense in Agiled

    Automatically updates expenses with new information

  • Agiled
    Delete expense in Agiled

    Automatically removes an expense from the system

  • Agiled
    Create product in Agiled

    Automatically generates and launch new products

  • Agiled
    Update product in Agiled

    Automatically updates product information

  • Agiled
    Delete product in Agiled

    Automatically removes a selected product from the database

  • Apptivo
    Create contact in Apptivo

    Automatically adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Automatically finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Automatically generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Automatically retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Automatically adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Automatically creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Automatically retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Automatically searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Automatically retrieves a case using an email address

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You Can Also Connect Agiled or Apptivo With 1200+ Other Apps

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Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!

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Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations

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