Apptivo + Instantly Integration

Connect Apptivo to Instantly - 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. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Apptivo & Instantly using Integrately.

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Ready Workflows For Apptivo + Instantly Integration

Just click on the workflow you want to automate

When Lead is created in Apptivo > Check condition > Update lead status in Instantly

Apptivo + Instantly Integration

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Create Your Own Apptivo & Instantly 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 when a new case is created
Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
Instant
Project is created in Apptivo
Triggers the automation when a new project is created
Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
Instant
Email is sent in Instantly
Triggers the automation when an email is sent
Instant
Reply is received in Instantly
Triggers the automation when a reply is received
Instant
Email is bounced in Instantly
Triggers the automation when an email bounces
Instant
Campaign is completed in Instantly
Triggers the automation when a campaign is completed
Instant

Create contact in Apptivo
Adds a new contact to the database
Search contact in Apptivo
Finds and retrieves contact information
Create lead in Apptivo
Generates new leads for potential customers
Search lead by email in Apptivo
Retrieves information for a particular lead using their email
Create customer in Apptivo
Adds a new customer to the database
Create opportunity in Apptivo
Creates a new instance of the support system
Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
Search opportunity by name in Apptivo
Searches for a opportunity by its name
Search case by Email in Apptivo
Retrieves a case using an email address
Update lead status in Instantly
Create tag in Instantly
Automatically creates a new tag
Delete tag in Instantly
Automatically deletes a tag
Add tag to account in Instantly
Automatically adds a tag to an account
Add tag to campaign in Instantly
Automatically adds a tag to a campaign
Add lead to campaign in Instantly
Automatically adds a lead to a campaign
Remove lead from campaign in Instantly
Automatically removes a lead from a campaign
Remove tag from contact in Instantly
Remove tag from campaign in Instantly

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Apptivo or Instantly 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

Instantly automates cold email outreach, helping you scale your campaigns and generate leads effortlessly. Boost your outreach efficiency with Instantly’s AI-powered platform.

See Instantly Integrations