Apptivo + Caflou Integration

Connect Apptivo to Caflou in 1 click

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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
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
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2.

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Ready Workflows Ready Workflows   for Apptivo + Caflou Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Caflou + Apptivo Integration

Create Apptivo contact for new Caflou contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Caflou - Apptivo integration, anytime a new Caflou contact is created, an Apptivo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apptivo + Caflou Integration

Create Caflou contact for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apptivo - Caflou integration, anytime a new Apptivo contact is created, an Caflou contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Apptivo + Caflou Integration

Create Caflou task for new Apptivo contact

In Apptivo, when you create a contact, it automatically creates a task in Caflou for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Automations

Top 10 Most Popular Apptivo Automations from
Integrately Community

Just click on the workflow you want to automate

Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Stripe logo
Apptivo logo
Create Apptivo contact for new Stripe contact
Activate
Google Sheets logo
Apptivo logo
Create Apptivo contact for new Google Sheets row
CompanyHub logo
Apptivo logo
Create Apptivo contact for new CompanyHub record
Salesforce logo
Apptivo logo
Create Apptivo contact for new Salesforce record
Airtable logo
Apptivo logo
Create Apptivo contact for new Airtable record
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact
Apptivo logo
SmartSuite logo
Create SmartSuite row for new Apptivo contact
Apptivo logo
SureCart logo
Create SureCart contact for new Apptivo contact
Apptivo logo
Shoprocket logo
Create Shoprocket customer for new Apptivo contact
sevDesk logo
Apptivo logo
Create Apptivo contact for new sevDesk contact
Apptivo logo
DaySchedule logo
Create DaySchedule event for new Apptivo contact

Top 10 Most Popular Caflou Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Caflou logo
Create Caflou contact for new Google Sheets row
02
CompanyHub logo
Caflou logo
Create Caflou contact for new CompanyHub record
03
Salesforce logo
Caflou logo
Create Caflou contact for new Salesforce record
04
Airtable logo
Caflou logo
Create Caflou contact for new Airtable record
05
Notion logo
Caflou logo
Create Caflou contact for new Notion database item
cloud
Caflou
app integration
06
EasyCSV logo
Caflou logo
Create Caflou contact for new EasyCSV data
07
Bubble logo
Caflou logo
Create Caflou contact for new Bubble data thing
08
PostgreSQL logo
Caflou logo
Create Caflou contact for new PostgreSQL row
09
SeaTable logo
Caflou logo
Create Caflou contact for new SeaTable row
10
Raynet CRM logo
Caflou logo
Create Caflou company for new Raynet CRM company
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1
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2
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You Can Also Connect Apptivo or Caflou With 1400+ Other Apps

Apptivo
Apptivo
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.
Caflou
Caflou
Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.