Kylas CRM + Apptivo Integration

Connect Kylas CRM to Apptivo - Automate your workflows in 1-click

Make use of Kylas CRM and Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Kylas CRM + Apptivo integration.
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Kylas CRM + Apptivo Integration

Create Apptivo contact for new Kylas CRM 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 Kylas CRM - Apptivo integration, anytime a new Kylas CRM 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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Apptivo + Kylas CRM Integration

Create Kylas CRM 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 - Kylas CRM integration, anytime a new Apptivo contact is created, an Kylas CRM 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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Kylas CRM + Apptivo Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation whenever a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation whenever the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation whenever a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation whenever a deal is created

    Instant
  • 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.
  • Kylas CRM
    Create contact in Kylas CRM

    Automatically adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Automatically generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Automatically generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Automatically generates a new company profile with given details

  • 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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Integrate Kylas CRM & Apptivo In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Kylas CRM or Apptivo With 1200+ Other Apps

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Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

See Kylas CRM Integrations
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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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