Connect Samsara and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Samsara

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

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

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

Actions

Create contact

Create contact

Create a new contact.

Delete a contact

Delete a contact

Remove a contact from your account.

Create an address

Create an address

Create an address in Samsara with optional geofence, contacts, tags, and notes.

Create a route

Create a route

Create a new route and add stops with locations.

Create Samsara document

Create Samsara document

Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.

Create driver

Create driver

Create a new driver profile in Samsara

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Samsara 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 Samsara and Apptivo CRM?

The data sync between Samsara 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 Samsara 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 Samsara and Apptivo CRM?

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

Samsara

About Samsara

Samsara is a cloud-connected sensor data platform for connected operations.

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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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