Connect Thoughtly and Apptivo CRM to Build Intelligent Automations

Choose a Trigger

Thoughtly

When this happens...

Choose an Action

Apptivo CRM

Automatically do this!

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

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

Actions

Search User Details

Search User Details

Search user details by email id.

Create Contact

Create Contact

Create new contact.

Delete Contact

Delete Contact

Delete an contact.

Call Contact

Call Contact

Call a contact

Search Calls

Search Calls

Search calls.

Search Contacts

Search Contacts

Search contacts by phone number.

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Frequently Asked Questions

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

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

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

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

The data sync between Thoughtly 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 Thoughtly 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 Thoughtly and Apptivo CRM?

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

Thoughtly

About Thoughtly

Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.

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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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