Connect ClickBank and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transaction Postback
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 ClickBank and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Postback
Triggers when ClickBank sends a server-to-server postback for a new event such as an order form impression, purchase, upsell, or combined conversion.
Do thisActions
Action is the task that follows automatically within your ClickBank integrations.
List ClickBank Orders
List or search all orders of ClickBank.
Get ClickBank products
Get products from a ClickBank site.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
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Frequently Asked Questions
To start, connect both your ClickBank and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickBank triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how ClickBank 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 ClickBank 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 ClickBank 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 ClickBank
ClickBank is a global digital retailer and leading affiliate marketplace. Our ecosystem enables our clients to launch, scale and support physical and digital products and connect with affiliates to promote them. We empower entrepreneurs with the freedom to work and live across the globe, fuel their purpose and live the life of their dreams.
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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