Integrate Apptivo CRM with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Product Is Added in Zendesk Sell
List Cases from Apptivo CRM when New Product Is Added in Zendesk Sell
List Leads from Apptivo CRM when New Product Is Added in Zendesk Sell
List Customers from Apptivo CRM when New Product Is Added in Zendesk Sell
List Contacts from Apptivo CRM when New Product Is Added in Zendesk Sell
Start from a real workflow other teams are already running.
Apptivo CRM
When this happens...
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
List Opportunities from Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowList Cases from Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowList Leads from Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowList Customers from Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowList Contacts from Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowSearch Leads by Email ID in Apptivo CRM when New Product Is Added in Zendesk Sell
Use this flowCreate Contact in Apptivo when New Product Is Added in Zendesk Sell
Use this flowList Opportunities from Apptivo CRM when New Task Is Created in Zendesk Sell
Use this flowList Cases from Apptivo CRM when New Task Is Created in Zendesk Sell
Use this flowList Leads from Apptivo CRM when New Task Is Created in Zendesk Sell
Use this flowEverything you can automate between Apptivo CRM and Zendesk Sell.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new product is added
Runs when new task is created
Runs when new note is created
Triggers when a lead is added or an existing lead’s details change.
Triggers when a deal is created or updated in Zendesk Sell.
Runs when new contact is created
Action is the task that follows automatically within your Apptivo CRM integrations.
Fetches configuration data for opportunities from the Apptivo API
Fetches configuration data for cases from the Apptivo API
Fetches configuration data for leads from the Apptivo API
Fetches configuration data for customers from the Apptivo API
Return all the contacts configuration data with JSON format
This method used to get the number of leads in Apptivo based on the email address.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreElevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn moreSign up for a free viaSocket account, then authorize both your Apptivo CRM and Zendesk Sell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apptivo CRM and Zendesk Sell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zendesk Sell. No coding required.
Yes. You can set up a workflow where Apptivo CRM triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell triggers actions in Apptivo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apptivo CRM and Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apptivo CRM and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.