AdRoll + Apptivo Integration

Connect AdRoll to Apptivo - Automate your workflows in 1-click

With AdRoll automations, you can understand user behavior and personalize the customer journey. Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between AdRoll & Apptivo using Integrately.

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Ready Workflows For AdRoll + Apptivo Integration

Just click on the workflow you want to automate

Create AdRoll contact for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use AdRoll 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 AdRoll.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Lead is created in Apptivo > Check condition > Add email to CRM audience in AdRoll

Apptivo + AdRoll Integration

Activate

1of1

Create Your Own AdRoll & Apptivo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Case is created in Apptivo
Triggers the automation whenever a new case is created
Instant
Case is updated in Apptivo
Triggers the automation whenever any case is updated
Instant
Case is deleted in Apptivo
Triggers the automation whenever any case is deleted
Instant
Contact is created in Apptivo
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Apptivo
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is deleted in Apptivo
Triggers the automation whenever any opportunity is deleted
Instant
Customer is created in Apptivo
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Apptivo
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Apptivo
Triggers the automation whenever a customer is removed from the database
Instant
Contact is deleted in Apptivo
Triggers the automation whenever a contact is removed from the particular list
Instant
Project is created in Apptivo
Triggers the automation whenever a new project is created
Instant
Project is updated in Apptivo
Triggers the automation whenever a project is updated
Instant
Project is deleted in Apptivo
Triggers the automation whenever a project is deleted
Instant
Lead is created in Apptivo
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Apptivo
Triggers the automation whenever the lead information is updated
Instant
Lead is deleted in Apptivo
Triggers the automation whenever a lead is removed from the system
Instant

Add email to CRM audience in AdRoll
Automatically adds a new email address to the CRM audience
Create contact in Apptivo
Automatically adds a new contact to the database
Search contact in Apptivo
Automatically finds and retrieves contact information
Create lead in Apptivo
Automatically generates new leads for potential customers
Search lead by email in Apptivo
Automatically retrieves information for a particular lead using their email
Create customer in Apptivo
Automatically adds a new customer to the database
Create opportunity in Apptivo
Automatically creates a new instance of the support system
Search customer by customer number in Apptivo
Automatically retrieves customer information based on customer number input
Search opportunity by name in Apptivo
Automatically searches for a opportunity by its name
Search case by Email in Apptivo
Automatically retrieves a case using an email address

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Integrate AdRoll & Apptivo In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect AdRoll or Apptivo With 1200+ Other Apps

AdRoll is a smart marketing platform that gives you the tools to advertise on websites, manage your advertising campaigns and monitor their results.

See AdRoll Integrations

Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations