123FormBuilder + Apptivo Integration

Connect 123FormBuilder to Apptivo in 1 click

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Popular 123FormBuilder + Apptivo Workflows

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123FormBuilder + Apptivo Integration

Create Apptivo contact for new 123FormBuilder submission

When someone completes your 123FormBuilder, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the 123FormBuilder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a 123FormBuilder - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own 123FormBuilder & Apptivo Integration Without Any Code

Create Custom Workflow
123FormBuilder + Apptivo Integration
1.
  • 123FormBuilder
    Submission is created in 123FormBuilder
  • 123FormBuilder
    Form is created in 123FormBuilder
  • 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.
  • 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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