Connect Membrain and Apptivo CRM
Integrate Membrain with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Activity Created in Membrain
List Cases from Apptivo CRM when New Activity Created in Membrain
List Leads from Apptivo CRM when New Activity Created in Membrain
List Customers from Apptivo CRM when New Activity Created in Membrain
List Contacts from Apptivo CRM when New Activity Created in Membrain
Popular Membrain + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
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 Activity Created in Membrain
Use this flowList Cases from Apptivo CRM when New Activity Created in Membrain
Use this flowList Leads from Apptivo CRM when New Activity Created in Membrain
Use this flowList Customers from Apptivo CRM when New Activity Created in Membrain
Use this flowList Contacts from Apptivo CRM when New Activity Created in Membrain
Use this flowSearch Leads by Email ID in Apptivo CRM when New Activity Created in Membrain
Use this flowCreate Contact in Apptivo when New Activity Created in Membrain
Use this flowList Opportunities from Apptivo CRM when New Sales Project Created in Membrain
Use this flowList Cases from Apptivo CRM when New Sales Project Created in Membrain
Use this flowList Leads from Apptivo CRM when New Sales Project Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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 Membrain 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 Membrain 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 Membrain triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Membrain. 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 Membrain and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain 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.
