Peak Funnels + Apptivo Integration

Connect Peak Funnels to Apptivo - Automate your workflows in 1-click

Set up Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. 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 Peak Funnels + Apptivo integration.
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Ready Workflows For Peak Funnels + Apptivo Integration

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Peak Funnels + Apptivo Integration

Create Apptivo contact for new Peak Funnels form response

When someone completes your Peak Funnels, a new contact is automatically created in your Apptivo. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - Apptivo integration set up makes it easy to manage your customer relationships and grow your business.
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Apptivo + Peak Funnels Integration

Create Peak Funnels contact for new Apptivo contact

If you're using Apptivo to manage your sales leads, it's important to also use Peak Funnels 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 contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Peak Funnels + Apptivo Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation whenever a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation whenever a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation whenever any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation whenever a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation whenever a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation whenever a product is updated

    Instant
  • Apptivo
    Case is created in Apptivo

    Triggers the automation whenever a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation whenever any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation whenever any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation whenever a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation whenever a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation whenever any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation whenever any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation whenever a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation whenever customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation whenever a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation whenever a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation whenever a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation whenever a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation whenever a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation whenever a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation whenever the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation whenever a lead is removed from the system

    Instant
2.
  • Peak Funnels
    Delete contact in Peak Funnels

    Automatically removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Automatically finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Automatically updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Automatically adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Automatically generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Automatically updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Automatically searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Automatically adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Automatically removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Automatically updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Automatically creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Automatically updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Automatically deletes a member group

  • Apptivo
    Create contact in Apptivo

    Automatically adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Automatically finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Automatically generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Automatically retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Automatically adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Automatically creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Automatically retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Automatically searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Automatically retrieves a case using an email address

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Integrate Peak Funnels & Apptivo In 1 Click
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