Connect SuperPhone and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Tags Changed
Message Sent
Message Status Updated
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 SuperPhone and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in SuperPhone.
Contact Updated
Triggers when a specific contact is updated.
Contact Tags Changed
Triggers when a contact tags is changed in SuperPhone.
Message Sent
Triggers when a new message is sent in SuperPhone.
Message Status Updated
Triggers when a specific message is updated.
Do thisActions
Action is the task that follows automatically within your SuperPhone integrations.
Create a Contact
Creates a new contact in SuperPhone.
Add Custom Contribution
Add a custom contribution to a SuperPhone contact.
Send Message
Sends a message to your contact with optional files.
Update a Contact
Update a contact details in SuperPhone.
Find a Contact
Find a contact by Contact ID or email and return its details.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
Know More About Superphone and Apptivo Integrations
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Frequently Asked Questions
To start, connect both your SuperPhone and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperPhone triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how SuperPhone 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 SuperPhone 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 SuperPhone 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 SuperPhone
SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.
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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