Apptivo + Heartbeat Integration

Connect Apptivo to Heartbeat in 1 click

Integrate Apptivo + Heartbeat For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Apptivo + Heartbeat Workflows

Send Heartbeat message for new Apptivo contact

Anytime a new contact is added to your Apptivo, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Apptivo - Heartbeat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

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Create Your Own Apptivo & Heartbeat Integration Without Any Code

Create Custom Workflow

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
User is created in Heartbeat
Thread is created in Heartbeat
Event is created in Heartbeat

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
Invite users in Heartbeat
Add user to group in Heartbeat
Find user in Heartbeat
Deactivate user in Heartbeat
Remove user from group in Heartbeat
Send direct message in Heartbeat
Create thread in Heartbeat
Create group in Heartbeat
Create event in Heartbeat
Create channel in Heartbeat

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Integrate Apptivo & Heartbeat In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Apptivo or Heartbeat 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

Heartbeat is the best way to bring your community together! It helps you host conversations, events, content, and more on your domain. A perfect way to connect with like-minded people and create meaningful connections.

See Heartbeat Integrations