Contact Sharing
Sharing contacts with those on the same domain as you has never been simpler. Apptivo provides a two-way sync between Google and Apptivo, meaning anytime you add a contact in Apptivo it syncs to Google and vice versa.
IMAP EMAIL
Apptivo allows you to seamlessly integrate your Google email with Apptivo’s CRM. All incoming and outgoing emails will be associated to the respective contact, customer or lead. This helps you track all emails communicated.
Google Drive
Sync your Google Drive with the Apptivo Documents App. Add Google Docs to any object in apptivo, such as a contact, customer, project, etc. Google Drive sharing rules apply to all documents that are shared within Apptivo.
Calendar Sync
Never forget an appointment again. Keep track of all your upcoming appointments in both Google Calendar and Apptivo. Like contact sharing, this is a two-way sync. Apointments will appear in both areas, saving you time.
Task Sync
Tasks in Google can be synced to your tasks in Apptivo. It’s as simple as that. Two-way sync between the tasks as well. Add a task in Google and it will be added into Apptivo, and vice versa.
Google Forms
Create a Google Form to start capturing leads right from your website. Data will be stored in both Google Forms as well as Apptivo’s Leads App. When someone is interested in your product or service, you’ll instantly receive a notification.
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