Connect Featurebase and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
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 Featurebase and Apptivo CRM automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created on your feedback board.
Do thisActions
Action is the task that follows automatically within your Featurebase integrations.
Create Post
Create a post in feature base
Change Post Status
Changes a posts status.
Upvote Post
Adds an upvoter to a post.
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
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Frequently Asked Questions
To start, connect both your Featurebase and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Featurebase triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Featurebase 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 Featurebase 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 Featurebase 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
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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