Apptivo + Crisp Integration

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

Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Crisp automations to personalize customer journeys, automate email marketing communications, and resolve customer queries faster. Combine the benefits of both with Integrately’s Apptivo + Crisp integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Apptivo + Crisp Integration

Just click on the workflow you want to automate

Create Apptivo contact for new Crisp 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 Crisp - Apptivo integration, anytime a new Crisp 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.

Activate

Create Crisp 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 - Crisp integration, anytime a new Apptivo contact is created, an Crisp 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.

Activate

When Contact is created in Crisp > Check condition > Create contact in Apptivo

Crisp + Apptivo Integration

Activate

When Contact is created in Crisp > Check condition > Create lead in Apptivo

Crisp + Apptivo Integration

Activate

When Lead is created in Apptivo > Check condition > Create contact in Crisp

Apptivo + Crisp Integration

Activate

1of1

Create Your Own Apptivo & Crisp 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
Contact is created in Crisp
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Crisp
Triggers the automation whenever a contact is updated
Instant
Message is received in Crisp
Triggers the automation whenever a new message is received
Instant
Conversation session is updated in Crisp
Triggers the automation whenever a conversation session is updated
Instant
Conversation custom data is updated in Crisp
Triggers the automation whenever custom data is updated during a conversation
Instant
Conversation status is changed in Crisp
Triggers the automation whenever there is a change in the conversation status
Instant
Message is sent in Crisp
Triggers the automation whenever a new message is sent
Instant
Conversation is created in Crisp
Triggers the automation whenever a new conversation is created
Instant

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
Create contact in Crisp
Automatically adds a new contact to the database
Search contact in Crisp
Automatically finds and retrieves contact information
Update contact in Crisp
Automatically updates contact information with new details
Add a user event in Crisp
Automatically adds a new user event
Search conversation in Crisp
Automatically searches for keywords within a conversation
Set contact custom data in Crisp
Automatically sets custom data for a contact

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

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

Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

Connect Apptivo + Crisp Now

In Just 1 Click!

ProductHunt

Most upvoted product of the month

▲ 2000+

Apptivo + Crisp Integration

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

Ready Workflows For Apptivo + Crisp Integration

Create Apptivo contact for new Crisp contact

Create Crisp contact for new Apptivo contact

When Contact is created in Crisp > Check condition > Create contact in Apptivo

When Contact is created in Crisp > Check condition > Create lead in Apptivo

When Lead is created in Apptivo > Check condition > Create contact in Crisp

Create Your Own Apptivo & Crisp Integration Without Any Code

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

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Apptivo + Crisp Integration

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

Ready Workflows For Apptivo + Crisp Integration

Create Apptivo contact for new Crisp contact

Create Crisp contact for new Apptivo contact

When Contact is created in Crisp > Check condition > Create contact in Apptivo

When Contact is created in Crisp > Check condition > Create lead in Apptivo

When Lead is created in Apptivo > Check condition > Create contact in Crisp

Create Your Own Apptivo & Crisp Integration Without Any Code

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

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click.