Connect Teamhood and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
Item 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 Teamhood and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when a New Item is created in Teamhood.
Item Updated
Triggers when an existing Item is updated in Teamhood.
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Complete an Items
Create a Item
Creates an existing Items
Create Board Row
Create a new row in the board in the Teamhood.
Create Board
Create a new board on Teamhood.
Delete Item
Deletes an existing Items.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Teamhood and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Teamhood 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 Teamhood 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 Teamhood 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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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