Apptivo

Estimated reading: 2 minutes

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.

Go to AFI → Settings → General
Enable Apptivo and click Save Changes
A new Apptivo tab will appear — click on it
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

Go to AFI → Add New
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:

Go to AFI → Log
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