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Book An AppointmentTrigger 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.
Select a tool to perform verification or enrichment
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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.
Select a tool to perform verification or enrichment
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Choose uProc as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Apptivo as the action app from the list.
Connect your Apptivo account & authenticate it.
Select the data you want to send from uProc to Apptivo & your AI Agent is ready!
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.
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.
The integration between uProc and Apptivo 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 uProc with Apptivo, 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 uProc-Apptivo integration:
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