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Get Started FreeTrigger 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.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Create Event
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.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Create Event
Choose Apptivo as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Exchange as the action app from the list.
Connect your Microsoft Exchange account & authenticate it.
Select the data you want to send from Apptivo to Microsoft Exchange & your AI Agent is ready!
New Case
Create Event
New Customer
Create Event
New Lead
Create Event
New Opportunity
Create Event
New Contact
Create Event
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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.
The integration between Apptivo and Microsoft Exchange is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Apptivo with Microsoft Exchange, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Apptivo-Microsoft Exchange integration:
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