Connect Apptivo CRM and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Update Spreadsheet Row
List all rows
Delete Row
Add New Row
Lookup Spreadsheet Row
Copy Subsheet
Append Values
Add Multiple Rows
Create a SubSheet
Create Spreadsheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Search Subsheet
Ready to use Apptivo CRM and Google Sheets automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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Step by step guides to integrate Apptivo CRM and Google Sheets
Frequently Asked Questions
To start, connect both your Apptivo CRM and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Google Sheets typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Google Sheets. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn MoreAbout Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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