Connect Ecologi and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Ecologi and Apptivo CRM
Enable Integrations or automations with these events of Ecologi and Apptivo CRM
Actions
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
Purchase Trees
Purchase some trees
Purchase Carbon avoidance
Purchase 1 or more kilogram of carbon avoidance credits per request
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Ecologi and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ecologi triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Ecologi 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 Ecologi 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 Ecologi 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
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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