Cloudstream Funnels + Apptivo Integration

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Cloudstream Funnels + Apptivo Integration

Create Apptivo contact for new Cloudstream Funnels form submission

When someone completes your Cloudstream Funnels, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Cloudstream Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cloudstream Funnels - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Apptivo + Cloudstream Funnels Integration

Create Cloudstream Funnels contact for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use Cloudstream Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Apptivo, a corresponding contact will automatically be created in Cloudstream Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Cloudstream Funnels + Apptivo Integration
1.
  • Cloudstream Funnels
    Order is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Order is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Form response is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Contact is created or updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Booking is created in Cloudstream Funnels Instant
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
2.
  • Cloudstream Funnels
    Create member in Cloudstream Funnels
  • Cloudstream Funnels
    Create contact in Cloudstream Funnels
  • Cloudstream Funnels
    Create product in Cloudstream Funnels
  • Cloudstream Funnels
    Delete contact in Cloudstream Funnels
  • Cloudstream Funnels
    Search contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update product in Cloudstream Funnels
  • Cloudstream Funnels
    Update member group in Cloudstream Funnels
  • Cloudstream Funnels
    Create member group in Cloudstream Funnels
  • Cloudstream Funnels
    Delete member group in Cloudstream Funnels
  • Cloudstream Funnels
    Search product in Cloudstream Funnels
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
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