SharpSpring + Apptivo Integration

Connect SharpSpring to Apptivo in 1 click

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Popular SharpSpring + Apptivo Workflows

Create SharpSpring contact for new Apptivo contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Update SharpSpring contact from new Apptivo contact

Apptivo + SharpSpring Integration

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When Lead is created in Apptivo > Check condition > Create contact in SharpSpring

Apptivo + SharpSpring Integration

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Contact is created in SharpSpring
Account is created in SharpSpring
Opportunity is created in SharpSpring
Case is created in Apptivo Instant
Case is updated in Apptivo Instant
Case is deleted in Apptivo Instant
Contact is created in Apptivo Instant
Contact is updated in Apptivo Instant
Opportunity is created in Apptivo Instant
Opportunity is updated in Apptivo Instant
Opportunity is deleted in Apptivo Instant
Customer is created in Apptivo Instant
Customer is updated in Apptivo Instant
Customer is deleted in Apptivo Instant
Contact is deleted in Apptivo Instant
Project is created in Apptivo Instant
Project is updated in Apptivo Instant
Project is deleted in Apptivo Instant
Lead is created in Apptivo Instant
Lead is updated in Apptivo Instant
Lead is deleted in Apptivo Instant

Create contact in SharpSpring
Update contact in SharpSpring
Search contact in SharpSpring
Create account in SharpSpring
Search account in SharpSpring
Update account in SharpSpring
Create opportunity in SharpSpring
Update opportunity in SharpSpring
Create campaign in SharpSpring
Search campaign in SharpSpring
Create contact in Apptivo
Search contact in Apptivo
Create lead in Apptivo
Search lead by email in Apptivo
Create customer in Apptivo
Create opportunity in Apptivo
Search customer by customer number in Apptivo
Search opportunity by name in Apptivo
Search case by Email in Apptivo

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You Can Also Integrate SharpSpring & Apptivo With 1100+ Other Apps

SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.

See SharpSpring 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