Fluent CRM + Apptivo Integration

Connect Fluent CRM to Apptivo - Automate your workflows in 1-click

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Ready workflows for Fluent CRM + Apptivo Integration

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Create Apptivo contact for new Fluent CRM 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 Fluent CRM - Apptivo integration, anytime a new Fluent CRM 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

When Contact is created in Fluent CRM > Check condition > Create contact in Apptivo

Fluent CRM + Apptivo Integration

Activate

When Contact is created in Fluent CRM > Check condition > Create lead in Apptivo

Fluent CRM + Apptivo Integration

Activate

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Create Your Own Fluent CRM & Apptivo Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Fluent CRM & Apptivo

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Contact is created in Fluent CRM
Contact is updated in Fluent CRM
Case is created in Apptivo Instant
Case is updated in Apptivo Instant
Case is deleted in Apptivo Instant
Contact is created in Apptivo Instant
Contact is updated in Apptivo Instant
Opportunity is created in Apptivo Instant
Opportunity is updated in Apptivo Instant
Opportunity is deleted in Apptivo Instant
Customer is created in Apptivo Instant
Customer is updated in Apptivo Instant
Customer is deleted in Apptivo Instant
Contact is deleted in Apptivo Instant
Project is created in Apptivo Instant
Project is updated in Apptivo Instant
Project is deleted in Apptivo Instant
Lead is created in Apptivo Instant
Lead is updated in Apptivo Instant
Lead is deleted in Apptivo Instant

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
Create contact in Apptivo
Search contact in Apptivo
Create lead in Apptivo
Search lead by email in Apptivo
Create customer in Apptivo
Create opportunity in Apptivo
Search customer by customer number in Apptivo
Search opportunity by name in Apptivo
Search case by Email in Apptivo

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Integrate Fluent CRM & Apptivo In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Fluent CRM & Apptivo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Fluent CRM or Apptivo With 1100+ Other Apps

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM 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