Connect Easybroker and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
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 Easybroker and Apptivo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created
New Contact Request
Runs when new contact request is created
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all contacts from your EasyBroker account.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Get a contact's details by contact ID.
Get Property
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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.
Learn More
