Apptivo has developed an integration with Google Forms so that users can easily create forms, embed them on their website, and have the submissions captured in their Apptivo CRM. This works by creating a Google Form like normal, but then we perform some additional configuration to that form so it creates a new sales lead…
As you might have seen, the Apptivo Expense Reports App is now available across all Apptivo plans, and various marketplaces. It is a simple expense tracker app, where the process of keeping track of expenses is made simpler and easier. In this post, we’ll cover everything you need to know about our new expense management…
We are happy to announce that Apptivo is now a G Suite Premier Technology Partner. What does that mean for you and your business? We will now be able to work more closely with Google to deliver more robust integrations that offer even more value to our customers. As a premier partner Apptivo will also…
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Recently we’ve heard lots of feedback in regards to our Google Drive integration within Apptivo. Some of you have loved it, and some of you have provided some excellent feedback as to how we can improve. Our previous upgrade includes “Add Google Document” button. We’ve been listening closely, and we’re happy to announce an upgrade…
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Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…
Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…
To ensure “Task Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Tasks Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data Access in G Suite Login to your G Suite account www.google.com/a/cpanel/xyz.com and make sure you are logged in with a Super Admin account….
