forms.app + Apptivo Integration

Integrate Apptivo to forms.app in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update projects, and notify your team automatically.

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1.
  • forms.app
    Form is submitted in forms.app Instant
  • 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
Arrow Right
2.
  • 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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Ready Workflows Ready Workflows for Apptivo + forms.app Integration

Capture submissions, create contacts, update leads, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
forms.app + Apptivo Integration

Create Apptivo contact for new forms.app form

When someone completes your forms.app, 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 forms.app is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a forms.app - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Apptivo + forms.app flow

Send notifications, log payments, and manage tasks after every form submission. Pick a combination and activate it in one click.

forms.app
Apptivo
+
Google FormsGoogle Forms (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
F
A
G
When a form is submitted in forms.app, create a contact in Apptivo, and add a response in Google Forms
New form submissions instantly create Apptivo contacts and log a response in Google Forms without manual data entry.
F
A
G
When a form is submitted in forms.app, create a lead in Apptivo, and log a response in Google Forms
Form submissions generate Apptivo leads and update Google Forms automatically.
F
A
G
When a form is submitted in forms.app, create a customer in Apptivo, and update Google Forms
New form entries create Apptivo customers and sync responses in Google Forms.

Supported triggers and actions for forms.app and Apptivo

Mix and match to build the exact automation you need

forms.app
forms.app Triggers & Actions
Instant
Form is submitted in forms.app
Triggers the automation when a form is filled
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No action is available
Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
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Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
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Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
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Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
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Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
Try it →
Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
Try it →
Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
Try it →
Create contact in Apptivo
Adds a new contact to the database
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Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
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Search case by Email in Apptivo
Retrieves a case using an email address
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What can you automate with Apptivo + forms.app?

Streamline your customer data intake, CRM updates, and team notifications with powerful automation.

What you can automate?
🔄
Sync every form submission directly to your CRM
Turn online form entries into active Apptivo contacts or leads the moment a user submits their information. Eliminate manual data entry and speed up your workflow.
📋
Capture every submitted field accurately
Map all form answers into your Apptivo records instead of only basic contact details. Your CRM becomes a complete source of truth for every inquiry.
🔔
Alert your team instantly on new entries
Send notifications to your staff as soon as a form is submitted so relevant team members can review and act on incoming requests immediately.
🔀
Route records based on submitted criteria
Direct submissions to different pipelines or teams based on specific answers provided in the form fields, ensuring specialized handling for every inquiry.
🔄
Keep customer profiles up to date
Automatically update existing Apptivo records whenever repeat submitters update their information through your forms, preventing duplicate entries.
🔍
Search and update existing records
Check whether a contact or customer already exists in Apptivo before creating a new entry, maintaining a clean and organized database.
⚡
Trigger downstream actions seamlessly
Initiate follow-up tasks, project creations, or invoicing workflows automatically following every successful form submission.
🔌
Extend your workflow to extra apps
Connect your Apptivo and forms.app flow with Slack, Gmail, or Trello to notify teams, send emails, or track tasks in one continuous pipeline.
And much more...

Who is Apptivo + forms.app integration for?

Connecting Apptivo and forms.app eliminates manual data entry, ensuring sales teams, managers, and support staff receive accurate submission data instantly.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
Business development reps
Business development reps
Project administrators
Project administrators
📈
Sales managers
You're reviewing inbound form submissions but your CRM report only updates when someone manually exports leads, so the pipeline numbers you're tracking against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your data stays current.
⚡
Customer support leads
You need to act fast on incoming client requests, and you find out too late when forms sit unread in your inbox — automating both apps means every case submission creates a contact instantly and your team can respond without delay.
🤝
Account executives
You answer to clients who want to see quick follow-ups on their project inquiries, but manual entry delays your outreach — connecting these apps means every prospect submission is logged immediately so you never miss a touchpoint.
📊
Operations directors
The volume of form submissions is too high for anyone to keep up by hand, leading to missed contacts and fragmented records — automating both apps means every submission populates your CRM reliably without human error.
🎯
Business development reps
You own the outreach step and depend on someone upstream to hand over lead details from form entries — integrating these apps means every new submission creates a lead in your system the moment it arrives.
📁
Project administrators
You need a reliable history of client intake forms and keep finding gaps where submissions were missed or misfiled — with this integration, every form entry is captured accurately and organized in your workspace.
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Why choose Integrately to automate forms.app + Apptivo

Build and manage your forms.app + Apptivo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect forms.app + Apptivo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Apptivo to forms.app?
Frequently Asked Questions
You can connect Apptivo to forms.app instantly using 1-click ready workflows or by asking Integrately AI to build your automation with apps like Slack, Gmail, and Google Drive.
Can I automatically create Apptivo contacts when a form is submitted in forms.app?
Frequently Asked Questions
Can I connect Apptivo, forms.app, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and forms.app?
Frequently Asked Questions
How does Apptivo handle new contact creation from form submissions?
Frequently Asked Questions
Can forms.app trigger actions in Apptivo without coding?
Frequently Asked Questions
How do I automate data flow between Apptivo and forms.app?
Frequently Asked Questions
Is the Apptivo and forms.app integration free?
Frequently Asked Questions
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