Connect Membrain and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
Prospect Disqualified
Prospect Moved to Stage
Sales Project Archives
New Sales Project
Sales Project Won
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 Membrain and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when a new activity is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Prospect Moved to Stage
Triggers when a prospect is moved to a specific stage.
Sales Project Archives
Triggers when a sales project is archived.
New Sales Project
Triggers when a new sales project is created.
Sales Project Won
Triggers when a sales project is won.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Membrain and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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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