Integrations Apptivo CRM intagent leads
Apptivo CRM + intagent leads

Connect Apptivo CRM and intagent leads to Build Intelligent Automations

Choose a Trigger

Apptivo CRM

When this happens...

Choose an Action

intagent leads

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Enable Integrations or automations with these events of Apptivo CRM and intagent leads

Enable Integrations or automations with these events of Apptivo CRM and intagent leads

Actions

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 intagent leads?

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

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

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

How often does the data sync between Apptivo CRM and intagent leads?

The data sync between Apptivo CRM and intagent leads 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 intagent leads?

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 intagent leads?

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

About intagent leads

Intagent provides real estate web design and CRM lead management for agents, brokers, and companies.

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