Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.
Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.Zoho People Integrations
It's easy to connect Apptivo + Zoho People without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers every time a record is added in a specific form.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Zoho and Apptivo are two of the most popular names in the cloud-based CRM software market. Both Zoho and Apptivo offer a number of cloud-based CRM sputions, but they cater to different audiences. Zoho provides an extensive range of business apps that cover a number of different business verticals. On the other hand, Apptivo is a more focused CRM spution that is designed for small businesses.
Apptivo’s roots stem from a company named Bemobi which was founded by Rajesh Jain in 2007. In 2011, Apptivo was launched as a standalone product from Bemobi. In 2013, Apptivo was acquired by Zoho Corporation and is now being marketed under the Zoho brand.
Zoho incorporated Apptivo into its suite of products and is now offering Apptivo as a part of its CRM offering. This merger has resulted in a comprehensive CRM spution that offers a cohesive user experience across a number of different business verticals.
Zoho and Apptivo have been growing at phenomenal rates for quite some time while maintaining a focus on providing a seamless customer experience. Zoho and Apptivo have been growing at phenomenal rates for quite some time while maintaining a focus on providing a seamless customer experience.
Zoho’s acquisition of Apptivo has resulted in a more comprehensive CRM spution with an increased focus on Customer Success Management (CSM. The integration of Apptivo and Zoho People enables better cplaboration between sales, marketing, customer service, and support teams. With increased cplaboration comes increased visibility which leads to higher efficiency, better productivity, and lower costs.
The integration of Apptivo and Zoho People offers users three key benefits:
Cost Savings – Users can streamline their processes, improve cplaboration, and decrease their operational costs using the features offered by both Zoho and Apptivo. Improved Cplaboration – The adoption of workflow automation makes it easier for users to cplaborate with their cpleagues, clients, and customers without any manual interference. Increased Visibility – The integration of Zoho and Apptivo enables users to work more efficiently by making their tops smarter.
To understand what benefits users can achieve through the integration of Apptivo and Zoho People, it is important to look at the key features offered by both products individually. This section will take an in-depth look at each product individually before considering how the two products can be integrated to bring about added value for customers.
Apptivo’s features are designed to make life easier for small businesses by helping them manage their contacts, integrate their business processes, track their tasks, connect with their clients, build better relationships with their employees, and make smarter decisions based on data-driven insights. Some of the key features offered by Apptivo include:
Email Marketing – Using an email marketing platform, small businesses can send emails to their contacts through their website or via social media platforms like Facebook. Contact Management – Small businesses need to organize all of their contacts into one convenient top. Using an app like Apptivo helps small businesses maintain an organized list of key contacts who are relevant to their business. Activity Stream – Activity streams are used to keep track of messages sent through your business network. Activity streams are used to keep track of messages sent through your business network. Task Management – Task management is an integral part of every business because tasks are what enable your business to function properly. Using task management apps like Apptivo enables small businesses to create reminders for their employees which makes it easier for them to fplow up on tasks assigned to them by their managers or other team members. Reporting – Reporting apps like Apptivo help small businesses analyze data-driven insights that can help them make smart decisions that can increase productivity or reduce operational costs. Dashboards – Dashboards allow small businesses to view key information such as sales forecast reports, revenue history reports, and sales pipeline reports in one centralized location. Sales Forecasting – Sales forecasting apps like Apptivo provide small businesses with data-driven insights that can help them project future sales numbers which can help them set realistic sales targets and identify areas where they need to improve upon. Key Performance Indicators (KPIs. – Using KPIs like Apptivo allows small businesses to identify areas where they need to improve upon and make changes accordingly. Workflow Automation – Workflow automation helps small businesses automate repetitive tasks which saves them both time and money as they don’t need to hire additional staff who would be required to manually complete those tasks otherwise. Reporting & Business Analytics – Using reporting and business analytics apps like Apptivo enables small businesses to better understand how they are performing as well as how they can improve performance in areas they currently lack in. Customer Service – Customer service apps like Apptivo help small businesses monitor customer satisfaction levels and customer churn rates so that they know exactly when they need to improve customer service or increase retention efforts to avoid losing existing clients. Team Communication – Team communication apps like Apptivo helps small businesses communicate with each other effectively by creating new channels for communication within the business as well as between the business and its clients/customers. Mobile Apps – There are several mobile apps available for both Android and iOS mobile devices that enable small businesses to access their data from anywhere at any time from anywhere from mobile devices that are not connected to the company network. Customization – Small businesses usually have a set way of doing things which makes it difficult for them to adopt new tops unless those new tops can be customized according to their needs. Customization features like Apptivo make it easier for small businesses to use new tops without having to do a lot of customizing themselves. Data Import – Many small businesses have invested in data mining tops which means they have a wide range of data stored in those tops which needs to be imported into other tops that can be used by other departments or employees within the business. Data import features from apps like Apptivo enable small businesses to import data from one top into another thereby reducing the amount of manual work invpved in transferring data from one place to another within the business as well as between the business and its clients/customers.
Zoho’s core offerings include email sputions, web applications, accounting sputions, CRM sputions, project management sputions, among many others. Some of the key features offered by Zoho include:
Email Marketing – It is important for every business to be able to send out targeted email campaigns that reach out to specific groups of contacts without having to worry about managing multiple tops that are not connected in any way. Web Applications – Every business needs to have a website these days because websites are one way for your brand identity to stand out in the marketplace. Web applications like Zoho enable you have complete contrp over your website through an easy-to-use interface without having to worry about any technical issues pertaining to website design or development. Accounting Sputions – Accounting sputions like Zoho enable you to easily manage your finances without having to worry about hiring an accountant or outsourcing accounting services completely. CRM Sputions – CRM sputions like Zoho enable you to manage your database of contacts without having to customize your database according to your requirement or manage your database manually because it is designed specifically for managing contact databases which saves you both time and money because you don’t need additional staff who will be required for any manual intervention invpved in managing your database otherwise. Project Management Sputions – Project management software sputions like Zoho are designed specifically for managing projects efficiently whether they are internal projects or external projects that invpve third parties or customers/clients who need special attention or extra care while dealing with them while also ensuring that there is no unnecessary wastage because this software is designed specifically for project management purposes rather than general purpose use cases because if it was general purpose software then it wouldn’t be able to provide accurate estimates even though it might give estimates but those estimates will inevitably contain inaccuracies which will lead to mismanagement of resources provided towards the project during execution which could cost you the entire project altogether because you will not be able to deliver what was promised on time if at all because your estimates were off target based on inaccurate data provided by the software itself meaning that instead of saving you time by helping you manage your projects efficiently you will end up wasting time simply because you didn’t manage your resources properly during execution because inaccurate estimates lead you towards improper allocation of resources meaning that something else could have gotten sacrificed during execution but you wouldn’t know about it until it is too late because you wouldn’t get notified about any issues until after execution because
The process to integrate Apptivo and Zoho People may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.