Apptivo

Overview

The AFI plugin allows you to seamlessly connect your WordPress forms with Apptivo CRM, enabling automatic creation of CRM records when someone submits a form. This integration is ideal for lead generation, contact management, and streamlining your sales workflow.

✅ Supported Features

• Create new records in Apptivo CRM

🔧 How To Setup

Step 1: Connect Your Apptivo Account

You’ll need your API Key and Access Key from Apptivo to authorize the integration.

1. Go to AFI → Settings → General

2. Enable Apptivo and click Save Changes

3. A new Apptivo tab will appear — click on it

4. Enter your API Key and Access Key

📌 How to Get API Key & Access Key:

• Log into your Apptivo account

• Go to Business Settings → API Access

• Copy the API Key and Access Key

• Paste them into the AFI plugin settings

• Click Save Changes

Step 2: Create a New Integration

1. Go to AFI → Add New

2. You’ll land on the New Integration screen

🔹 Title

Example: “Apptivo Lead Capture”

🔹 Trigger

• Form Provider: Select your form plugin (e.g., Elementor, Contact Form 7)

• Form/Task Name: Choose the specific form you want to integrate

Step 3: Configure the Action

🔹 Platform

Select Apptivo CRM

🔹 Task

Choose Create Record

This will allow you to create a new CRM record under your chosen entity (e.g., Leads).

Step 4: Select Entity & Map Fields

🔹 Apptivo Account

Select the saved Apptivo account from the dropdown

🔹 Select Entity

Currently supported:

• Leads

Once selected, available fields for that entity will automatically be loaded.

🔹 Map Fields

Map your form fields to the fields in Apptivo.

Example fields for Leads include:

• Title, First Name, Last Name

• Job Title, Lead Status, Lead Source

• Assigned To, Lead Type, Rank, Revenue

• Business Email, Mobile Phone, Website

• Address fields (Line 1, City, State, ZIP, Country)

• Social Links (Facebook, LinkedIn, Twitter)

• Description, Referred By

You can map as many or as few fields as necessary based on your use case.

Step 5: Save Integration

Click Save Integration at the bottom of the page.

🎉 That’s it! Every form submission will now create a new record in Apptivo under the selected entity.

🔍 Troubleshooting

If the integration isn’t working correctly:

1. Go to AFI → Log

2. Look for any log entries related to Apptivo and inspect the request/response

Common things to check:

• The API Key and Access Key are correct

• You’ve selected a valid entity (e.g., Leads)

• Required fields like First Name, Last Name, or Email are mapped

• Field values (e.g., status, rank, country) are valid in Apptivo

• The API response doesn’t contain an error