Connect Callyzer and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
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 Callyzer and Apptivo CRM 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.
New Event
Trigger's when new event occurs.
Do thisActions
Action is the task that follows automatically within your Callyzer integrations.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Fetch Summary Report
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Fetch Employee Summary Report
Retrieves call counts, unique clients, and working hours for a given date range.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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Frequently Asked Questions
To start, connect both your Callyzer and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Callyzer 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 Callyzer 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 Callyzer 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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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