In this section, you’ll learn how to connect Aptivio with HubSpot, Salesforce, and how to use our API to extract opportunities.
Aptivio seamlessly integrates with your current sales & marketing stack to maximize your revenue team productivity. If you are not seeing your system listed here, please contact our team at support@aptiv.io to create that integration.
HubSpot Overview
Our HubSpot bi-directional integration allow you to seamlessly export data (Deal or Contacts) from Aptivio to your Hubspot CRM, and also to reflect your current sales pipeline (Deals), and engagements (Marketing email, sales emails, calls and meetings) in Aptivio as signals.
How to set it up?
To connect your Hubspot CRM, simply login to Aptivio, click on the settings icon, and go tp the connector section. Click on the Hubspot logo and click Setup Connection.
👉Please note that it might take up to 48h for the integration to be running.
👉To review the available fields that you can export to your CRM (Deal and Contacts), please refer to the data fields article.
👉To maximize your Aptivio <> Hubspot experience, you can also use the Aptivio Assistant (install here) in Hubspot. Navigate to a Contact, Company, or Deal page to get all the Aptivio insights about it!
Salesforce Overview
Our Salesforce bi-directional integration allows you to seamlessly export data
from Aptivio to your Salesforce CRM as opportunities or leads, and to reflect your current sales pipeline (Deals), and Engagements (Campaigns and Sales Engagements)
💯To maximize your sales user adoption, we have also created widgets reflecting Aptivio’s main functionality directly in your Salesforce Sales Home.
How to set it up?
Connect your Salesforce AccountTo connect your Salesforce CRM, simply login to Aptivio, click on the settings icon, and go to the Connectors section. Click on the Salesforce logo and click Setup Connection.
👉Please note that it might take up to 48h for the integration to be running.
Install Aptivio Widgets (Optional)
Install lightweight widgets for displaying opportunities, live feed and challenges.
All Aptivio Salesforce widgets are visual force pages that can be used in a custom lightning page app.
STEP 1. Set the team token.
To set the team token, copy the token from Aptivio Team Admin/CRM Sync, paste it in the Salesforce Settings Tab, organization settings from our app, and use the save button:
STEP 2. Add the widgets to a page or dashboard.
The Aptivio Salesforce widgets become available and can be added to any Salesforce page or dashboard to display an individual user's Live Feed, Challenges and Opportunities.
STEP 3. Click the widget to expand the corresponding pop-up Aptivio page from within Salesforce.
Live Feed
Challenges
Opportunities
API
Use our API to extract all the data we have around opportunities.
You can find your API key and team ID under Settings>Connectors>API.
Base URL: https://aptivio.azure-api.net/AptivPublicFunctions/
Query Opportunities Returns a paged list of Opp ids
GET /queryopportunities Get Opportunties IDs ranked by score in JSON format
Parameters
|
Name |
Type |
Description |
|
apikey *required |
string |
The account api key used for authentication. |
|
from |
string |
For paging, it is the last ID provided in return in the "next" property |
|
team*required |
string |
Unique team identifier |
|
minscore |
Int |
Opportunity score, Defaults to 200, use 1 for anyvalid |
|
Pagesize |
Int |
Number of opportunities by page, default to 10000 |
Responses
|
Code |
Description |
|
200 |
Successful operation
Example value :
{ "total":12220, "next":"1631787572128x894417437493297200_1613063447375x766490623456513700_abbrevia.it|abbrevia-srl", "data":[ ], "lastrundate:":"2022-12-02T07:50:06.446Z"}
|
|
400 |
missing parameters operation |
Get opportunity Returns an individual Opp by id
GET /getopportunity
Parameters
|
Name |
Type |
Description |
|
apikey *required |
string |
The account api key used for authentication. |
|
Id *required |
string |
Unique Opp Id |
Responses
|
Code |
Description |
|
200 |
Successful operation
Example value :
{"iscompetitor":false,"ispartner":false,"isblocked":false,"contacts_available":true,"contactqueryran":true,"contactquerylast":"2022-11-10T19:24:52.6672586Z","all_unknown_emails":[],"all_failed_emails":[],"keywords":["phone number leads","email finder","lead generation","marchex","sales enablement","outreach","sales engagement","sales tools","email finder leads","egrabber","lead scrape","zoominfo","bombora","seamlessai","cience","sales intelligence platform","sales intelligence platforms","sales automation","sales automation software","b2b sales","sales management software","microsoft dynamics","dynamics 365","linkedin sales navigator","phone number finder","b2b contact provider","b2b contact information","pay per lead","sales intelligence","digital sales assistant software","sales pipeline management tools","pipeline intelligence platform","sales intelligence tool","account based marketing","prospecting tool","b2b lead generation","b2b lead marketing","b2b contact database","purchase intent","b2b database","sales transformation","sales enablement tool","sales platform","easy leadz","salesforce","sales operations"],"keyword_counts":[{"key":"lead generation","value":740},{"key":"sales intelligence platform","value":216},{"key":"sales intelligence platforms","value":216},{"key":"sales intelligence","value":0},{"key":"sales automation","value":216},{"key":"digital sales assistant software","value":0},{"key":"sales pipeline management tools","value":0},{"key":"pipeline intelligence platform","value":0},{"key":"sales automation software","value":216},{"key":"sales intelligence tool","value":0},{"key":"sales enablement","value":640},{"key":"account based marketing","value":0},{"key":"prospecting tool","value":0},{"key":"b2b lead generation","value":0},{"key":"b2b lead marketing","value":0},{"key":"b2b contact database","value":0},{"key":"purchase intent","value":0},{"key":"b2b database","value":0},{"key":"sales transformation","value":0},{"key":"sales enablement tool","value":0},{"key":"sales platform","value":0},{"key":"phone number finder","value":84},{"key":"outreach","value":640},{"key":"phone number leads","value":1040},{"key":"sales engagement","value":640},{"key":"sales tools","value":640},{"key":"b2b sales","value":216},{"key":"b2b contact provider","value":84},{"key":"easy leadz","value":0},{"key":"salesforce","value":0},{"key":"sales management software","value":216},{"key":"sales operations","value":0},{"key":"microsoft dynamics","value":216},{"key":"dynamics 365","value":216},{"key":"bombora","value":240},{"key":"marchex","value":720},{"key":"b2b contact information","value":84},{"key":"email finder leads","value":584},{"key":"seamlessai","value":240},{"key":"email finder","value":1040},{"key":"egrabber","value":540},{"key":"cience","value":240},{"key":"pay per lead","value":1},{"key":"linkedin sales navigator","value":162},{"key":"zoominfo","value":360},{"key":"lead scrape","value":500}],"signal_counts":[{"published":"2022-11-20T00:00:00","signal":"1631787658797x557004726466293600","label":"Client is Searching for Augmented Sales Intelligence Topics","title":"Client is Searching for Augmented Sales Intelligence Topics with 3 surges","stage":"EARLY","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 1 with test count:301413\r\nToo many cities. is ISP\r\nSIGNAL EFFECT multiplier adjusted 0.00030000000000000003 for:4\r\nSTAGE multiplier adjusted 0.00030000000000000003 for:EARLY\r\n","fitscore":0,"accessscore":0,"demandscore":18,"engagementscore":0,"riskscore":0,"countries":["US","CH","CA","NL","GB","DE","SG","AT"],"territories":[],"nscore":6,"signaltype":"Client Searches","signaltypeid":"1542075568867x762278086272999700","shortid":"1631787572128x894417437493297200_1631787658797x557004726466293600_11643232929852158533","offer":"","score_multiplier":0.00030000000000000003,"score_testhits":301413,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1631787658797x557004726466293600_netprotect.com|netprotect","value":0},{"published":"2022-11-20T00:00:00","signal":"1667381493860x685607889127718100","label":"Client is Engaging with outreach","title":"Client is Engaging with outreach with 3 surges","stage":"ACTIVE","engagementstage":"NONE","ranknotes":"FOCUS_NORMAL multiplier set 0.5 with test count:501171\r\nToo many cities. is ISP\r\nSIGNAL EFFECT multiplier adjusted 0.00030000000000000003 for:4\r\nSTAGE multiplier adjusted 0.00030000000000000003 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":18,"engagementscore":0,"riskscore":6,"countries":["US","DE","GB","AT","CA","IT","SG","NL","AU"],"territories":[],"nscore":6,"signaltype":"Competitor Searches","signaltypeid":"1612950579898x914690249919043200","shortid":"1631787572128x894417437493297200_1667381493860x685607889127718100_11643232929852158533","offer":"","score_multiplier":0.00030000000000000003,"score_testhits":501171,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1667381493860x685607889127718100_netprotect.com|netprotect","value":0},{"published":"2022-11-20T00:00:00","signal":"1667381494277x932263828777256400","label":"Client is Engaging with outreach website","title":"Client is Engaging with outreach website with 1 surges","stage":"ACTIVE","engagementstage":"NONE","ranknotes":"FOCUS_NORMAL multiplier set 8 with test count:14842\r\nSIGNAL EFFECT multiplier adjusted 80 for:5\r\nSTAGE multiplier adjusted 80 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":8,"countries":["US","CA","GB"],"territories":[],"nscore":8,"signaltype":"Competitor Website Visit","signaltypeid":"1652276544435x600094454187394000","shortid":"1631787572128x894417437493297200_1667381494277x932263828777256400_11643232929852158533","offer":"","score_multiplier":80.0,"score_testhits":14842,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1667381494277x932263828777256400_netprotect.com|netprotect","value":640},{"published":"2022-11-18T00:00:00","signal":"1654022919624x123223570218232500","label":"Client is Engaging with easy leadz website","title":"Client is Engaging with easy leadz website with 1 surges","stage":"ACTIVE","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 6 with test count:84394\r\nToo many cities. is ISP\r\nSIGNAL EFFECT multiplier adjusted 0.001 for:5\r\nSTAGE multiplier adjusted 0.001 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":18,"engagementscore":0,"riskscore":6,"countries":["CH","LU","US","GB","DE","IT","SG"],"territories":[],"nscore":6,"signaltype":"Competitor Website Visit","signaltypeid":"1652276544435x600094454187394000","shortid":"1631787572128x894417437493297200_1654022919624x123223570218232500_11643232929852158533","offer":"","score_multiplier":0.001,"score_testhits":84394,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1654022919624x123223570218232500_netprotect.com|netprotect","value":0},{"published":"2022-11-16T00:00:00","signal":"1639070932252x363418673879449600","label":"Client is Searching for Augmented Sales Intelligence (Salesforce) Topics","title":"Client is Searching for Augmented Sales Intelligence (Salesforce) Topics with 2 surges","stage":"EARLY","engagementstage":"NONE","ranknotes":"FOCUS_NORMAL multiplier set 8 with test count:10913\r\nToo many cities. is ISP\r\nSIGNAL EFFECT multiplier adjusted 0.0002 for:3\r\nSTAGE multiplier adjusted 0.0002 for:EARLY\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":0,"countries":["US","GB","CH","CA","DE"],"territories":[],"nscore":8,"signaltype":"Client Searches","signaltypeid":"1542075568867x762278086272999700","shortid":"1631787572128x894417437493297200_1639070932252x363418673879449600_11643232929852158533","offer":"","score_multiplier":0.0002,"score_testhits":10913,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1639070932252x363418673879449600_netprotect.com|netprotect","value":0},{"published":"2022-11-16T00:00:00","signal":"1639070498332x788135018356277200","label":"Client is Searching for Augmented Sales Intelligence (Dynamics 365) Topics","title":"Client is Searching for Augmented Sales Intelligence (Dynamics 365) Topics","stage":"EARLY","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 9 with test count:1352\r\nSIGNAL EFFECT multiplier adjusted 27 for:4\r\nSTAGE multiplier adjusted 27 for:EARLY\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":0,"countries":["US","CA","GB"],"territories":[],"nscore":8,"signaltype":"Client Searches","signaltypeid":"1542075568867x762278086272999700","shortid":"1631787572128x894417437493297200_1639070498332x788135018356277200_11643232929852158533","offer":"","score_multiplier":27.0,"score_testhits":1352,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1639070498332x788135018356277200_netprotect.com|netprotect","value":216},{"published":"2022-11-11T00:00:00","signal":"1653399024956x697881481921478500","label":"Client is Engaging with bombora","title":"Client is Engaging with bombora","stage":"ACTIVE","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 10 with test count:323\r\nSIGNAL EFFECT multiplier adjusted 30 for:4\r\nSTAGE multiplier adjusted 30 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":8,"countries":["US"],"territories":[],"nscore":8,"signaltype":"Competitor Searches","signaltypeid":"1612950579898x914690249919043200","shortid":"1631787572128x894417437493297200_1653399024956x697881481921478500_11643232929852158533","offer":"","score_multiplier":30.0,"score_testhits":323,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1653399024956x697881481921478500_netprotect.com|netprotect","value":240},{"published":"2022-10-26T00:00:00","signal":"1653399027718x797373470077317600","label":"Client is Engaging with marchex website","title":"Client is Engaging with marchex website","stage":"ACTIVE","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 9 with test count:1769\r\nSIGNAL EFFECT multiplier adjusted 90 for:5\r\nSTAGE multiplier adjusted 90 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":8,"countries":["US","DE"],"territories":[],"nscore":8,"signaltype":"Competitor Website Visit","signaltypeid":"1652276544435x600094454187394000","shortid":"1631787572128x894417437493297200_1653399027718x797373470077317600_11643232929852158533","offer":"","score_multiplier":90.0,"score_testhits":1769,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1653399027718x797373470077317600_netprotect.com|netprotect","value":720},{"published":"2022-10-18T00:00:00","signal":"1645030979623x834696735948757100","label":"Client is Searching for Augmented Sales Intelligence Contact Resolution B2B Topics","title":"Client is Searching for Augmented Sales Intelligence Contact Resolution B2B Topics","stage":"EARLY","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 7 with test count:27873\r\nSIGNAL EFFECT multiplier adjusted 14 for:3\r\nSTAGE multiplier adjusted 14 for:EARLY\r\n","fitscore":0,"accessscore":0,"demandscore":18,"engagementscore":0,"riskscore":0,"countries":["US","CH","DE","GB"],"territories":[],"nscore":6,"signaltype":"Client Searches","signaltypeid":"1542075568867x762278086272999700","shortid":"1631787572128x894417437493297200_1645030979623x834696735948757100_11643232929852158533","offer":"","score_multiplier":14.0,"score_testhits":27873,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1645030979623x834696735948757100_netprotect.com|netprotect","value":84},{"published":"2022-10-18T00:00:00","signal":"1654022926100x798585284797970800","label":"Client is Engaging with seamless.ai","title":"Client is Engaging with seamless.ai","stage":"ACTIVE","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 10 with test count:525\r\nSIGNAL EFFECT multiplier adjusted 30 for:4\r\nSTAGE multiplier adjusted 30 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":24,"engagementscore":0,"riskscore":8,"countries":["US"],"territories":[],"nscore":8,"signaltype":"Competitor Searches","signaltypeid":"1612950579898x914690249919043200","shortid":"1631787572128x894417437493297200_1654022926100x798585284797970800_11643232929852158533","offer":"","score_multiplier":30.0,"score_testhits":525,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1654022926100x798585284797970800_netprotect.com|netprotect","value":240},{"published":"2022-10-17T00:00:00","signal":"1657019824246x456793779813744640","label":"Client is Searching for Market Research Services (euromonitor.com)","title":"Client is Searching for Market Research Services (euromonitor.com)","stage":"EARLY","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 6 with test count:55633\r\nSIGNAL EFFECT multiplier adjusted 6 for:2\r\nSTAGE multiplier adjusted 6 for:EARLY\r\n","fitscore":0,"accessscore":0,"demandscore":21,"engagementscore":0,"riskscore":0,"countries":["SG","US","AT"],"territories":[],"nscore":7,"signaltype":"Client Searches","signaltypeid":"1542075568867x762278086272999700","shortid":"1631787572128x894417437493297200_1657019824246x456793779813744640_11643232929852158533","offer":"","score_multiplier":6.0,"score_testhits":55633,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1657019824246x456793779813744640_netprotect.com|netprotect","value":42},{"published":"2022-10-17T00:00:00","signal":"1654022917754x433300937630910700","label":"Client is Engaging with egrabber website","title":"Client is Engaging with egrabber website","stage":"ACTIVE","engagementstage":"","ranknotes":"FOCUS_NORMAL multiplier set 9 with test count:2836\r\nSIGNAL EFFECT multiplier adjusted 90 for:5\r\nSTAGE multiplier adjusted 90 for:ACTIVE\r\n","fitscore":0,"accessscore":0,"demandscore":18,"engagementscore":0,"riskscore":6,"countries":["LU","US","NL"],"territories":[],"nscore":6,"signaltype":"Competitor Website Visit","signaltypeid":"1652276544435x600094454187394000","shortid":"1631787572128x894417437493297200_1654022917754x433300937630910700_11643232929852158533","offer":"","score_multiplier":90.0,"score_testhits":2836,"isnottimesensitive":false,"key":"1631787572128x894417437493297200_1654022917754x433300937630910700_netprotect.com|netprotect","value":540},{"published":"2022-10-16T00:00:00","signal":"1631800077660x314961426581815300","label":"Client is Visiting aptiv.io","title":"Client is Visiting aptiv.io","stage":"ACTIVE","engagementstage":"AWARE","ranknotes":"SIGNAL EFFECT multiplier adjusted 90 for:5\r\nSTAGE multiplier adjusted 90 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