Builderall Mailingboss + Apptivo Integration

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Apptivo + Builderall Mailingboss Integration

Create Builderall Mailingboss contact for new Apptivo contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Builderall Mailingboss + Apptivo Integration
1.
  • 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.
  • Builderall Mailingboss
    Add lead to list in Builderall Mailingboss
  • Builderall Mailingboss
    Update lead in Builderall Mailingboss
  • Builderall Mailingboss
    Search lead by email in Builderall Mailingboss
  • 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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