Apptivo is a free online all in-one cloud business app. CRM, Project Management, Invoicing and more. It offers ultimate flexibility, where you can select which apps fit your business needs most. With mobile accessibility, this is the ideal app for on the go teams.
Below you'll find detailed information, specifically for Apptivo integrations:
Supported Apptivo Integrations
For Apptivo, we need your API Key and Access Key. Log in on the Apptivo website, go to your user menu (top right) → Business Settings → API Access, and copy & paste both the API Key and the Access Key into the PieSync authorization window.
If you already authorized Apptivo account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
[IF] Supported Conditions/Filters
- HAS/DOES NOT HAVE TAG
- IN/NOT IN CATEGORY
- BOUNCED/SUBSCRIBED STATUS
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TO/REMOVE FROM CATEGORY
- UPDATE BOUNCED/SUBSCRIBED STATUS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Apptivo fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Apptivo Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.