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Automate Apptivo API Workflows with Make.com, n8n and Zapier

Enhance your customer relationship management by automating Apptivo with Make, Zapier, or N8N to improve productivity and streamline operations. Enhance team performance and drive business growth through targeted automation flows.

When a New Lead Is Created
Solution
1. Add Lead to Google Sheet

Record new leads automatically in a spreadsheet.

Perform an Action
Solution
2. Notify Team

Send notifications when a deal is closed.

When an Email Is Received
Solution
3. Create a Contact

Automatically create a contact in Apptivo.

Perform an Action
Solution
4. Add to Newsletter

Subscribe new Apptivo contacts to a mailing list.

Perform an Action
Solution
5. Create an Invoice

Auto-generate invoices for closed deals.

- Repeat -

Automation Benefits

Key Benefits of Automating Apptivo

Unlock significant business benefits by automating your Apptivo CRM workflows. Increase efficiency and productivity while reducing errors and operational costs.

Reduce Manual Workload

Eliminate repetitive tasks, allowing your team to focus on strategic activities.

Improve Data Accuracy

Minimize errors by automating data entry and updates.

Boost Team Collaboration

Enable real-time updates and notifications, enhancing team coordination.

Speed Up Response Times

Automate follow-up actions triggering faster customer interactions.

Increase Revenue Potential

Streamline sales processes to close deals faster and more efficiently.

Enhance Customer Experience

Automate touchpoints for a seamless customer journey.

Features

Enhance Apptivo with Smart Automation

Leverage your CRM with integrations that improve data flow, enhance reporting, and boost team coordination through automation.

  • 1
    Automated Data Entry

    Reduce manual data entry tasks by automating lead and contact management.

  • 2
    Seamless Integrations

    Connect Apptivo with other tools for synchronized data across platforms.

  • 3
    Real-Time Notifications

    Keep your team informed with instant notifications for key updates.

Feature

Outcomes

Achieve Greater Operational Efficiency

Implementing automation for Apptivo leads to increased efficiency, time-saving, and better team collaboration.

50%
Time Saved in Manual Processes
35%
Increase in Team Productivity
80%
Reduction in Data Entry Errors

We Might Have Solved Your Problems Already

Apptivo automation use cases

See how you can improve your process by leveraging AI, automation and Apptivo API.

Trigger New Email app logoEmail Filtering app logoExtract Email Data app logoUpdate Contact in CRM app logoNotify Sales Team app logo
Automate Email Data Entry to Apptivo

Reduce manual data entry errors by automating email data extraction from Gmail directly into Apptivo using Zapier. Enable faster customer interaction and keep your CRM updated effortlessly.

Trigger on Lead Changes app logoCheck Last Contact Date app logoEmail Salesperson Reminder app logo
Automate Apptivo Follow-Ups for Leads

Use Make to automatically schedule follow-up tasks and send reminder emails in Apptivo. Ensure consistent lead engagement and boost conversion rates.

Trigger Automation from Apptivo app logoGenerate Invoice in QuickBooks app logoNotify Accounting Team app logo
Automate Invoices from Apptivo Wins

Streamline and automate your financial data syncing process with Zapier. When a deal is marked as won in Apptivo, create a detailed invoice in QuickBooks Online and notify your accounting team on Slack. Stay error-free and boost accuracy in financial reporting.

FAQ

Apptivo Automation: FAQs

Explore common questions about automating Apptivo using Make, Zapier, or N8N to improve CRM efficiency, resolve challenges, and maximize business benefits.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required