Connect Apptivo CRM and Dubble to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create Collection
Update Collection
Delete collection
Update Guide
Delete Guide
Add Guide to collection
Remove Guide from Collection
Ready to use Apptivo CRM and Dubble automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Guide Deleted
Triggers when a guide is deleted.
Guide Added to a Collection
Triggers when a guide is added to a collection.
Guide Removed From Collection
Triggers when a guide is removed from the collection.
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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Frequently Asked Questions
To start, connect both your Apptivo CRM and Dubble accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Dubble (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Dubble. This includes choosing which data fields go into which fields of Dubble, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Dubble 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 Dubble. 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 Dubble
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
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