Connect Conversion and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Conversion and Apptivo CRM
Enable Integrations or automations with these events of Conversion and Apptivo CRM
Actions
Extract and Text from Document/Image URL
Extracts and converts text from PDF, DOC, or image URLs into readable text content.
Generate Image from text prompt
Generates Image from given text prompt.
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 Conversion and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Conversion 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 Conversion 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 Conversion 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 Conversion
Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.
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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