SalesPartner
+ Apptivo
Your Apptivo contacts sync into SalesPartner. Every conversation syncs back to Apptivo. Contacts flow in. Activities flow back. Zero data entry.
Apptivo
Affordable all-in-one business suite
A comprehensive business management platform combining CRM, project management, invoicing, and more. Trusted by 200,000+ businesses worldwide.
Your Contacts. Always In Sync.
Connect Apptivo once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Apptivo. Your team sees the full picture on both sides.
Contacts Flow In
Your Apptivo contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Apptivo timeline within seconds.
Team Visibility
Sales reps see all interactions in Apptivo before their calls.
All Plans Supported
Works with Lite, Premium, Ultimate, and Enterprise plans with API access.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Apptivo properties to SalesPartner fields
Contact Updated
Changes in Apptivo sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Apptivo
Paste your API key
Grab your API Key and Access Key from Apptivo Business Settings, paste them into SalesPartner. One-time setup, takes about a minute.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Apptivo fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Apptivo contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Apptivo.
Apptivo Stays Current
Every activity on the contact timeline
Conversations appear as webhook events. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Apptivo
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Apptivo reports and dashboards.
No Double Entry
Stop copying conversation notes into Apptivo. Stop updating statuses manually. It just happens.
Unified Platform
Apptivo connects CRM with invoicing, projects, and more. SalesPartner activities flow into your entire business ecosystem.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Apptivo before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. Compliant notes logged to patient record.
Technical Specifications
API Version
Apptivo REST API v6
Authentication
API Key + Access Key
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Webhook-based (via Zapier, Make, or n8n)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/app/dao/v6/contacts?a=getAllByAdvancedSearchImport contacts into SalesPartner/app/dao/v6/contacts?a=saveUpdate contact recordsCommon Questions
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