Connect Gmail and Apptivo CRM
Integrate Gmail with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gmail + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Received
New Email Sent
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when New Attachment in Gmail
Use this flowList Cases from Apptivo CRM when New Attachment in Gmail
Use this flowList Leads from Apptivo CRM when New Attachment in Gmail
Use this flowList Customers from Apptivo CRM when New Attachment in Gmail
Use this flowList Contacts from Apptivo CRM when New Attachment in Gmail
Use this flowSearch Leads by Email ID in Apptivo CRM when New Attachment in Gmail
Use this flowCreate Contact in Apptivo when New Attachment in Gmail
Use this flowList Opportunities from Apptivo CRM when New Email Received in Gmail
Use this flowList Cases from Apptivo CRM when New Email Received in Gmail
Use this flowList Leads from Apptivo CRM when New Email Received in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search_Email_Messages
Search emails (manual or AI), resolve custom labels by name or ID, and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Gmail and Apptivo CRM workflows.
Learn how to automate Gmail and Apptivo CRM workflows.
Learn how to automate Gmail and Apptivo CRM workflows.
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About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
About 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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gmail and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Gmail and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Gmail triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Gmail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Gmail and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
