Connect Zoho Forms and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Forms
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Enable Integrations or automations with these events of Zoho Forms and Apptivo CRM
Enable Integrations or automations with these events of Zoho Forms and Apptivo CRM
Actions
Get Forms
Get all Forms
Get Applications
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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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Forms and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Zoho Forms 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 Zoho Forms 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 Zoho Forms 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 Zoho Forms
Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.
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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