Mobiniti SMS + Apptivo Integration

Connect Mobiniti SMS to Apptivo - Automate your workflows in 1-click

Set up Mobiniti SMS automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Mobiniti SMS + Apptivo integration.

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Ready Workflows For Mobiniti SMS + Apptivo Integration

Just click on the workflow you want to automate

Send Mobiniti SMS message for new Apptivo contact

Anytime a new contact is added to your Apptivo, automatically send them a message through Mobiniti SMS 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 - Mobiniti SMS 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!

Activate

1of1

Create Your Own Mobiniti SMS & Apptivo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Mobiniti SMS
Triggers the automation whenever a new contact is created
Case is created in Apptivo
Triggers the automation whenever a new case is created
Instant
Case is updated in Apptivo
Triggers the automation whenever any case is updated
Instant
Case is deleted in Apptivo
Triggers the automation whenever any case is deleted
Instant
Contact is created in Apptivo
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Apptivo
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is deleted in Apptivo
Triggers the automation whenever any opportunity is deleted
Instant
Customer is created in Apptivo
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Apptivo
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Apptivo
Triggers the automation whenever a customer is removed from the database
Instant
Contact is deleted in Apptivo
Triggers the automation whenever a contact is removed from the particular list
Instant
Project is created in Apptivo
Triggers the automation whenever a new project is created
Instant
Project is updated in Apptivo
Triggers the automation whenever a project is updated
Instant
Project is deleted in Apptivo
Triggers the automation whenever a project is deleted
Instant
Lead is created in Apptivo
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Apptivo
Triggers the automation whenever the lead information is updated
Instant
Lead is deleted in Apptivo
Triggers the automation whenever a lead is removed from the system
Instant

Send SMS in Mobiniti SMS
Automatically sends a text message to particular recipients
Send MMS in Mobiniti SMS
Automatically sends multimedia messages to designated recipients
Create contact in Mobiniti SMS
Automatically adds a new contact to the database
Create contact in Apptivo
Automatically adds a new contact to the database
Search contact in Apptivo
Automatically finds and retrieves contact information
Create lead in Apptivo
Automatically generates new leads for potential customers
Search lead by email in Apptivo
Automatically retrieves information for a particular lead using their email
Create customer in Apptivo
Automatically adds a new customer to the database
Create opportunity in Apptivo
Automatically creates a new instance of the support system
Search customer by customer number in Apptivo
Automatically retrieves customer information based on customer number input
Search opportunity by name in Apptivo
Automatically searches for a opportunity by its name
Search case by Email in Apptivo
Automatically retrieves a case using an email address

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Integrate Mobiniti SMS & Apptivo In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Mobiniti SMS or Apptivo With 1200+ Other Apps

Mobiniti SMS is a cross-platform, cloud-based enterprise messaging solution that provides businesses with a simple way to send, receive and manage text messages from any application.

See Mobiniti SMS Integrations

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