SalesPartner
+ Apptivo
Every conversation logged. Every appointment synced. Every status updated. Your Apptivo stays current without lifting a finger.
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 CRM. Always Current.
SalesPartner handles the conversations. Apptivo keeps the records. Every text, every call, every appointment—automatically logged to the right Contact. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Apptivo within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Premium & Ultimate
Works with Premium, Ultimate, and Enterprise plans.
What Gets Synced
Every meaningful interaction flows into Apptivo automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create calendar events
Appointment Rescheduled
Time changes sync to existing event
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Qualification data syncs to custom fields
How It Works
Connect Your Apptivo
Simple API key setup
Go to Business Settings → API Access to get your API Key and Access Key. Enter them in SalesPartner and you're connected in minutes.
Map Your Contacts
Link leads to Apptivo records
New leads get matched to existing Apptivo Contacts by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Apptivo Updates
Activities appear in real-time
Every interaction creates a Note, Task, or Event on the Contact record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
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
One-way (SalesPartner → Apptivo)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Premium, Ultimate, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/app/dao/v6/notes?a=saveLog message activities/app/dao/v6/tasks?a=saveCreate follow-up tasks/app/dao/v6/contacts?a=saveUpdate contact records