Connect Apptivo CRM and Contacts+ to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

Contacts+

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is added to your Contacts+ account.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted from your Contacts+ account.

Contact Updated

Contact Updated

Triggers when a contact is updated from your Contacts+ account.

New Tag

New Tag

Triggers when a tag is added from your Contacts+ account.

New Tag Deleted

New Tag Deleted

Triggers when a tag is deleted from your account.

Tag Updated

Tag Updated

Triggers when a tag is updated.

Do thisActions

Action is the task that follows automatically within your Apptivo CRM integrations.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

List Cases

List Cases

Fetches configuration data for cases from the Apptivo API

List Leads

List Leads

Fetches configuration data for leads from the Apptivo API

List Customers

List Customers

Fetches configuration data for customers from the Apptivo API

List Contacts

List Contacts

Return all the contacts configuration data with JSON format

Search Leads by Email ID

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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Frequently Asked Questions

How do I start an integration between Apptivo CRM and Contacts+?

To start, connect both your Apptivo CRM and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Contacts+ (or vice versa).

Can we customize how data from Apptivo CRM is recorded in Contacts+?

Absolutely. You can customize how Apptivo CRM data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Apptivo CRM and Contacts+?

The data sync between Apptivo CRM and Contacts+ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apptivo CRM to Contacts+?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apptivo CRM and Contacts+?

Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Contacts+. 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.

Apptivo CRM

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.

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Contacts+

About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

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