Your No-code and AI Automation PartnerAutomate 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.
Automatically trigger when lead data changes in Apptivo.
Evaluate when the lead was last contacted.
Generate a follow-up task in Apptivo based on criteria.
Notify the salesperson with a timely reminder email.
- Repeat -
Automation Benefits
Key Benefits
Explore the benefits of automating your lead follow-up process with Apptivo and Make.
Consistent Lead Engagement
Ensure no lead is forgotten by automating follow-up tasks.
Sales Efficiency
Streamline sales processes to focus on closing deals.
Reduced Lead Loss
Minimize the risk of losing leads due to poor follow-up timing.
Improved Communication
Keep your sales team informed with timely reminders and updates.
Higher ROI
Increase return on investment by converting more leads into customers.
Seamless Integration
Utilize existing tools like Gmail for smooth operations.
Features
Core Features
Discover the powerful features of this automation that enhances sales productivity and lead management.
- 1Timely Follow-Up Tasks
Automatically schedule follow-up tasks to maintain lead engagement.
- 2Email Reminders to Sales Team
Send automatic email notifications to ensure timely actions.
- 3Last Contact Evaluation
Efficiently track and evaluate lead contact history to prioritize tasks.
Outcomes
Achieved Outcomes
Implement this automation to drive tangible results in lead management.
80%
30%
20+%
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Common Questions
Answers to frequently asked questions about automating follow-up tasks with Apptivo.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.