Apptivo + Formium Integration

Connect Apptivo to Formium - 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. With Formium automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Get the best of both with Integrately’s Apptivo + Formium integration.
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Ready Workflows For Apptivo + Formium Integration

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Formium + Apptivo Integration

Create Apptivo contact for new Formium form

When someone completes your Formium, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the Formium is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formium - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own Apptivo & Formium Integration Without Any Code

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Apptivo + Formium Integration
1.
  • Apptivo
    Case is created in Apptivo

    Triggers the automation when a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation when any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation when any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation when a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation when a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation when any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation when any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation when any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation when a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation when customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation when a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation when a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation when a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation when a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation when a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation when a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation when the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation when a lead is removed from the system

    Instant
  • Formium
    Form submission is received in Formium

    Triggers the automation when a form is filled

    Instant
2.
  • Apptivo
    Create contact in Apptivo

    Adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Retrieves a case using an email address

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