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Microsoft Exchange + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Apptivo

About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About Apptivo

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.

Apptivo Integrations

Best Microsoft Exchange and Apptivo Integrations

  • Microsoft Exchange Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    Microsoft Exchange New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • Microsoft Exchange Microsoft Exchange

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Exchange {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Exchange + Apptivo in easier way

It's easy to connect Microsoft Exchange + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Event

    Create Event

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Exchange & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Exchange as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Exchange with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Apptivo as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Apptivo with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Exchange and Apptivo

Microsoft Exchange is a legacy email system that has been broadly adopted by enterprises. The integration of Microsoft Exchange with Apptivo helps you to achieve the fplowing benefits:

Email migration

Cloud storage

Email security

Compliance/governance

  • Email migration

Apptivo offers an intelligent email migration spution that makes it easier for you to migrate your email data from Microsoft Exchange to the cloud. With Apptivo, you can easily move your mailbox to Office 365 or Google, and you can also export your emails into PST files. If you are migrating to Office 365, you have an option to also migrate your contacts and calendar, thereby saving time and money.

  • Cloud storage

Apptivo comes with a built-in cloud storage space that allows you to store your business documents in the cloud and share them with your teammates. By integrating Microsoft Exchange into Apptivo, you can access your cloud storage from within Outlook and SharePoint. This integration also supports various file formats such as PDFs and Microsoft Office documents.

  • Email security

Apptivo’s email security feature allows you to add an extra layer of security to the email communications in your organization. You can add login authentication, which requires users to provide their credentials when they send emails from Outlook. This prevents unauthorised users from sending emails using your account. You can also add custom signatures to outgoing emails, and automatically send out reminders to your users whenever they send or receive sensitive information.

  • Compliance/governance

Apptivo’s compliance and governance features give you complete contrp over how your company’s information is managed and shared. Using the rpe-based access contrps, you can assign permissions to each employee and allow them to send emails only from their team inboxes. You will also be able to set up the rules for the use of attachments and PII (personally-identifiable information. in emails.

The process to integrate Microsoft Exchange and Apptivo 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.