Apptivo + LoopedIn Integration

Connect Apptivo to LoopedIn - 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. Make use of LoopedIn automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Apptivo & LoopedIn using Integrately.

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Ready Workflows For Apptivo + LoopedIn Integration

Just click on the workflow you want to automate

Create LoopedIn card for new Apptivo contact

Apptivo + LoopedIn Integration

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Create LoopedIn card for updated Apptivo contact

Apptivo + LoopedIn Integration

Activate

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Create Your Own Apptivo & LoopedIn 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
Event is triggered in LoopedIn
Triggers the automation when a particular event occurs
Instant
Idea is created in LoopedIn
Triggers the automation when a new idea is created
Instant
Announcement is created in LoopedIn
Triggers the automation when a new announcement is created
Instant
Roadmap card is created in LoopedIn
Triggers the automation when a new roadmap card is created
Instant
Announcement is deleted in LoopedIn
Triggers the automation when any announcement is deleted
Instant
Idea is deleted in LoopedIn
Triggers the automation when an idea is removed
Instant
Roadmap card is deleted in LoopedIn
Triggers the automation when a roadmap card is deleted
Instant
Feedback is created in LoopedIn
Triggers the automation when a particular action in the workflow fails
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
Create roadmap card in LoopedIn
Generates a detailed roadmap card with provided details
Create an idea in LoopedIn
Submits a new idea
Create a announcement in LoopedIn
Creates a new announcement

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in $19.⁹⁹

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Integrate Apptivo & LoopedIn 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 LoopedIn 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

LoopedIn is an all-in-one tool that helps collect feedback, build roadmaps, share changelogs and publish knowledge bases. It manages everything in a single place so that companies can scale their customer engagement and increase productivity.

See LoopedIn Integrations