Connect SMS.to and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Message Sent
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use SMS.to and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Sent
Triggers when a new message is sent using SMS.to.
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create a Contact
Add a new contact in SMS.to
Send Single SMS
Send SMS to a phone number.
Get Recent Optouts
Get optouts detail that were opted out in last 1hr.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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Frequently Asked Questions
To start, connect both your SMS.to and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and Apptivo CRM 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 SMS.to and Apptivo CRM. 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 SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout 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.
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