Connect SMSFactor and Apptivo CRM to Build Intelligent Automations
Enable Integrations or automations with these events of SMSFactor and Apptivo CRM
Enable Integrations or automations with these events of SMSFactor and Apptivo CRM
Actions
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
Create SMS Template
Create a new reusable SMS template.
Create Account
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your SMSFactor and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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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