Connect Ubidots and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Variable 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 Ubidots and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Variable Updated
Triggers when a Variable received a new value.
Do thisActions
Action is the task that follows automatically within your Ubidots integrations.
Create Dot
Create a dot (data point) in the Ubidots Variable and Device of your choice.
Create Device
Creates a device.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
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Frequently Asked Questions
To start, connect both your Ubidots and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ubidots triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Ubidots 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 Ubidots 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 Ubidots 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 Ubidots
Rapidly assemble and launch Internet of Things (IoT) applications without having to write code or hire a software development team.
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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