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Salesforce + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Salesforce + Apptivo

  • Salesforce Apptivo

    Salesforce + Apptivo

    Add Employee in apptivo when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Apptivo Add Employee
  • Salesforce Apptivo

    Salesforce + Apptivo

    Create Lead to apptivo from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Apptivo Create Lead
  • Salesforce Apptivo

    Salesforce + Apptivo

    Create Opportunity to apptivo from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Apptivo Create Opportunity
  • Salesforce Apptivo

    Salesforce + Apptivo

    Create Case to apptivo from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Apptivo Create Case
  • Salesforce Apptivo

    Salesforce + Apptivo

    Create Contact to apptivo from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Apptivo Create Contact
  • Salesforce {{item.actionAppName}}

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Salesforce + Apptivo in easier way

It's easy to connect Salesforce + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Salesforce & Apptivo Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.