# Apptivo

Apptivo is a cloud-based CRM and business management platform that helps teams track customers, contacts, leads, opportunities, and support cases in one place. It's a popular choice for small and mid-sized businesses looking for an affordable, all-in-one solution.

Connecting Apptivo to Coupler.io lets you pull your CRM data into the tools you already use for analysis, reporting, and AI-powered workflows — without any manual exporting.

**Why connect Apptivo to Coupler.io?**

* Sync customers, contacts, leads, opportunities, and cases to Google Sheets, Excel, BigQuery, or Looker Studio
* Feed your CRM data into AI tools like ChatGPT, Claude, or Gemini for pipeline analysis or support summarization
* Combine multiple Apptivo entities using Join or Append transformations to build unified reports
* Keep your destination data fresh with scheduled automatic refreshes

## Prerequisites

Before connecting, make sure you have:

* An active Apptivo account with access to the entities you want to export
* An Apptivo **API key** — you can generate this from your Apptivo account settings under **API & Webhooks**
* Admin or sufficient permissions to read the entities you plan to connect

## Quick start

{% hint style="success" %}
Start with the **Opportunities** entity if your goal is sales reporting. It contains deal values, stages, and history — everything you need for a pipeline dashboard.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to Coupler.io and click **Add data flow**. Search for **Apptivo** as your source.
{% endstep %}

{% step %}
**Enter your Apptivo API key.** In the source settings, paste your Apptivo API key. You can find this in Apptivo under **Settings → API & Webhooks → API Key**. If you don't have one yet, generate a new key from that screen.
{% endstep %}

{% step %}
**Select an entity.** Choose the entity you want to import: Customers, Contacts, Cases, Leads, or Opportunities. Each entity is configured as a separate source within your data flow.
{% endstep %}

{% step %}
**Add more sources if needed.** To combine data from multiple entities (e.g., Leads and Opportunities), click **Add source** and repeat the steps above. Use the **Join** or **Append** transformation to merge them.
{% endstep %}

{% step %}
**Choose your destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, Gemini, Perplexity, Cursor, or OpenClaw.
{% endstep %}

{% step %}
**Run the data flow.** Click **Run** to execute a manual run. Once it completes successfully, your data will appear in the destination you configured.
{% endstep %}
{% endstepper %}

## Available entities

| Entity        | Description                                                |
| ------------- | ---------------------------------------------------------- |
| Customers     | Companies or organizations that are your clients           |
| Contacts      | Individual people linked to customers or standalone        |
| Leads         | Unqualified prospects at the top of your sales funnel      |
| Opportunities | Qualified deals tracked through the sales pipeline         |
| Cases         | Support tickets and issues with full communication history |


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