Apptivo + Memberstack Integration

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Memberstack + Apptivo Integration

Create Apptivo contact for new Memberstack member

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Apptivo contact and Memberstack member can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Apptivo + Memberstack Integration

Create Memberstack member for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use Memberstack to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Apptivo, a corresponding member will automatically be created in Memberstack.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Apptivo + Memberstack Integration
1.
  • 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
  • Memberstack
    Member is created in Memberstack Instant
  • Memberstack
    Member is updated in Memberstack Instant
  • Memberstack
    Member is deleted in Memberstack Instant
  • Memberstack
    Member's plan added in Memberstack Instant
  • Memberstack
    Member's plan canceled in Memberstack Instant
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
  • Memberstack
    Search members in Memberstack
  • Memberstack
    Create member in Memberstack
  • Memberstack
    Update member in Memberstack
  • Memberstack
    Delete member in Memberstack
  • Memberstack
    Add free plan to member in Memberstack
  • Memberstack
    Remove free plan from member in Memberstack
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