Connect Cakemail and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Cakemail and Apptivo CRM automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
Contact Untagged
Triggers when a contact is untagged.
New Campaign
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your Cakemail integrations.
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
Shows All Lists
Shows all the Lists.
Validate Domains
Get the DNS entries for the Tracking and the Bounce domains.
Show Email Activity Logs
Show all email activity logs.
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Frequently Asked Questions
To start, connect both your Cakemail and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Cakemail data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cakemail and Apptivo CRM 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 Cakemail and Apptivo CRM. 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 Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn MoreAbout 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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