When this happens...
New Contact

Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is added.
Action is the task that follows automatically within your ManyContacts integrations.
Send a WhatSapp message to a Number.
add contact tags.
Add an internal note(yellow card) in a conservation.
Fetches configuration data for opportunities from the Apptivo API
Fetches configuration data for cases from the Apptivo API
Fetches configuration data for leads from the Apptivo API

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ManyContacts and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ManyContacts triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how ManyContacts 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 ManyContacts 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 ManyContacts 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.
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
Learn MoreApptivo 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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