GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
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
Note that we need API access for your account, which is only available to Apptivo Premium or Ultimate plan users, so NOT to Free plans!
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.
Learn more about syncing Leads here.
We currently support the Contacts and Leads customer data types. Syncing data from the 'Customers' or 'Opportunities' entities is not possible at this time.
[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:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
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.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!