Connect Apptivo CRM and EARLY to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

EARLY

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Activity Created

Activity Created

Triggers when an activity is created.

Activity Deleted

Activity Deleted

Triggers when an activity is deleted.

Activity Updated

Activity Updated

Triggers when an activity is updated.

Folder Created

Folder Created

Triggers when a folder is created.

Folder Updated

Folder Updated

Triggers when a folder is updated.

Folder Deleted

Folder Deleted

Triggers when a folder is deleted.

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 EARLY?

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

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

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

How often does the data sync between Apptivo CRM and EARLY?

The data sync between Apptivo CRM and EARLY 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 EARLY?

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 EARLY?

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

About EARLY

EARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.

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