Connect Pantry and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Pantry

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

Enable Integrations or automations with these events of Pantry and Apptivo CRM

Enable Integrations or automations with these events of Pantry and Apptivo CRM

Actions

Create and/or Replace Basket

Create and/or Replace Basket

Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.

Get Contents

Get Contents

Given a basket name, return the full contents of the basket.

Update Contents

Update Contents

Given a basket name, this will update the existing contents and return the contents of the newly updated basket.

Get Details

Get Details

Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.

Update Details

Update Details

Update Details in Pantry.

List Opportunities

List Opportunities

Fetches configuration data for opportunities from the Apptivo API

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Frequently Asked Questions

How do I start an integration between Pantry and Apptivo CRM?

To start, connect both your Pantry and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pantry triggers actions in Apptivo CRM (or vice versa).

Can we customize how data from Pantry is recorded in Apptivo CRM?

Absolutely. You can customize how Pantry 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.

How often does the data sync between Pantry and Apptivo CRM?

The data sync between Pantry and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pantry to Apptivo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pantry and Apptivo CRM?

Yes, you can set conditional logic to control the flow of data between Pantry 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.

Pantry

About Pantry

Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.

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Apptivo CRM

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.

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