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    CONNECTIONS / Apptivo

    Apptivo + Datahash: connect the whole suite to ad platforms.

    Apptivo spans CRM, invoicing, and project apps in one account, so a customer's real status often lives outside the deals pipeline. Signals reads across the apps you use and routes the stages that matter as conversion events and audiences.

    apptivo :: live

    1. ● apptivo :: signals live
    2. > read opportunities stage=won rows=1,842
    3. > read invoices status=paid
    4. hash sha256(email,phone) scope=crm.read,invoicing.read
    5. route meta · google · tiktok · snap
    6. ✓ 4 destinations synced · match 76%
    WHAT FLOWS THROUGH APPTIVO

    The signal Apptivo yields, and receives.

    Every kind of signal that moves between Apptivo and the platforms, through one hashed, deduplicated route.

    What flows Every platform Offline conversions Lead conversions Custom audiences Lead generation Signals hash · dedupe· route Google Meta Snap TikTok LinkedIn OpenAI
    Offline conversions
    An opportunity moving into a won stage posts as a conversion event, so campaigns optimize on real pipeline outcomes.
    Lead conversions
    A lead crossing a qualification threshold reaches the ad platform as a signal without waiting for a batch export.
    Custom audiences
    Contact lists leave Apptivo hashed and become audience segments that stay current as records change.
    Lead generation inbound
    A paid invoice from Apptivo's billing app can carry order value into an offline conversion, tying revenue back to the campaign.
    USE-CASE LISTING

    Pick your platform. Every use case for it, in one place.

    Every way Apptivo data moves, grouped by platform and ranked by how many use cases Apptivo supports.

    Google 5 Meta 4 Snap 4 TikTok 4 LinkedIn 3 OpenAI 1
    HOW IT CONNECTS

    From authorization to delivered signal.

    1. Connect

      Connect with a scoped Apptivo API key tied to the apps you choose.

    2. Map apps

      Map opportunity stages, lead statuses, and invoice fields to platform events.

    3. Hash and consent

      Identifiers are hashed and consent flags applied before anything leaves Apptivo.

    4. Deliver

      Delivery runs on a schedule, with per-destination match reporting.

    FAQ

    Apptivo questions, answered.

    Apptivo covers CRM, invoicing, and projects. Which parts does Signals read?

    Whichever apps you scope the connection to. Most teams start with the CRM app for opportunities and leads, then add the invoicing app once they want paid-order value flowing through as offline conversion data. Each app is a separate read scope, so adding one later does not touch what is already live.

    How does Signals handle Apptivo's custom fields?

    Apptivo accounts often carry custom fields added per app, and the visual mapper surfaces those alongside standard fields so any custom attribute on a lead, opportunity, or invoice can feed a platform event. Nothing requires a schema change on the Apptivo side.

    Can we connect more than one Apptivo instance?

    Yes, each instance is set up as its own connection with its own scoped credentials, and both can route to the same or different destinations. This is common for agencies managing several client accounts, or businesses that split regions across separate Apptivo instances.

    NEXT STEP

    See your Apptivo data working in every ad platform.

    Ready to enable a use case, or still mapping what Apptivo data could do? Our team helps you find the right place to start.