Apptivo + YOUZABILITY Integration

Connect Apptivo to YOUZABILITY in 1 click

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Popular Apptivo + YOUZABILITY Workflows

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YOUZABILITY + Apptivo Integration

Create Apptivo contact for new YOUZABILITY form submission

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

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

Create YOUZABILITY contact for new Apptivo contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Apptivo + YOUZABILITY 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
  • YOUZABILITY
    Order is created in YOUZABILITY Instant
  • YOUZABILITY
    Order is updated in YOUZABILITY Instant
  • YOUZABILITY
    Form response is created in YOUZABILITY Instant
  • YOUZABILITY
    Contact is created or updated in YOUZABILITY Instant
  • YOUZABILITY
    Product is created in YOUZABILITY Instant
  • YOUZABILITY
    Product is updated in YOUZABILITY Instant
  • YOUZABILITY
    Booking is created in YOUZABILITY 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
  • YOUZABILITY
    Search contact in YOUZABILITY
  • YOUZABILITY
    Update contact in YOUZABILITY
  • YOUZABILITY
    Delete contact in YOUZABILITY
  • YOUZABILITY
    Create contact in YOUZABILITY
  • YOUZABILITY
    Create product in YOUZABILITY
  • YOUZABILITY
    Update product in YOUZABILITY
  • YOUZABILITY
    Search product in YOUZABILITY
  • YOUZABILITY
    Create member in YOUZABILITY
  • YOUZABILITY
    Delete member in YOUZABILITY
  • YOUZABILITY
    Create member group in YOUZABILITY
  • YOUZABILITY
    Update member group in YOUZABILITY
  • YOUZABILITY
    Delete member group in YOUZABILITY
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