Connect Pumble and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pumble
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Enable Integrations or automations with these events of Pumble and Apptivo CRM
Enable Integrations or automations with these events of Pumble and Apptivo CRM
Actions
Create a Channel
Create a new Pumble channel (public or private) with the specified name and optional description.
Send Channel Message
Send a message to a specified Pumble channel, optionally as a bot.
Send Private Channel Message
Send the provided text message to a selected private channel in Pumble.
Find Channel
Locate a Pumble channel by ID or name and return its details.
Find a User
Retrieve a Pumble user by email, name, or user ID.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Pumble and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pumble triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Pumble 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 Pumble 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 Pumble 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 Pumble
Pumble is team messaging and video conferencing software for seamless communication and collaboration.
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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