OnParallel & Apptivo CRM Integration

This project focused on the automation and integration of the OnParallel platform with Apptivo CRM to enable seamless customer data synchronization. The primary objective was to automatically fetch customer data generated through various OnParallel workflows and push it into Apptivo CRM with proper tagging, eliminating manual data handling.

This OnParallel Apptivo CRM integration ensures accurate data flow, improves CRM efficiency and reduces operational effort for business teams.

Apptivo CRM is a highly customizable, cloud-based business management suite designed for small and medium-sized businesses. It supports a wide range of functions, including contact management, lead tracking, opportunity management, email marketing, project management, invoicing and marketing campaigns.

By centralizing customer and sales data, Apptivo CRM helps businesses manage complex sales processes more efficiently while maintaining flexibility and scalability.

OnParallel is a cloud-based platform that delivers high-performance computing solutions using advanced parallel processing technology. It enables organizations to process complex datasets, run compute-intensive workflows and scale resources efficiently while minimizing infrastructure costs.

Designed with usability in mind, OnParallel provides intuitive tools for managing workflows, making it a powerful platform for businesses operating in data-driven environments.

The client was actively using both Apptivo CRM and OnParallel workflows and required a solution to sync data between the two platforms automatically.

1. Capture completed and closed workflow data from OnParallel
2. Push customer data into Apptivo CRM using APIs
3. Eliminate manual data entry and reduce operational overhead

To achieve this, the client needed a middleware-based CRM integration solution that could reliably automate the data exchange.

We created a middleware which is hosted on the LAMP server. The middleware facilitates the seamless posting of the customer data from onParallel to the Apptivo CRM.

The client does not need to handle any information manually on apptivo CRM.

• Fully automated solution
• Works with APIs on both sides (onparallel & apptivo)

1. PHP (server-side scripting)
2. OnParallel APIs
3. Apptivo CRM APIs
4. LAMP server environment

The OnParallel Apptivo CRM integration successfully automated the flow of customer data between both platforms, eliminating the need for manual data management. By implementing a middleware-based solution, the client achieved significant savings in time and operational effort while ensuring accurate and reliable CRM data synchronization.

This solution demonstrates how CRM automation and API-based integrations can streamline business workflows, improve data accuracy and support scalable operations.

1. What is the OnParallel & Apptivo CRM integration all about?

The integration automates the flow of customer data from the OnParallel platform into Apptivo CRM, eliminating manual data entry. It uses a middleware solution to capture customer records from OnParallel workflows and push them into CRM with correct tagging, improving data accuracy and operational efficiency.

2. What exactly is Apptivo CRM?

Apptivo CRM is a cloud-based customer relationship management suite designed for small and medium businesses. It centralizes contact management, lead and opportunity tracking, email marketing, invoicing and project management to streamline sales and customer workflows.

3. What is the OnParallel platform?

OnParallel is a cloud-based platform that delivers high-performance computing and workflow processing through parallel processing technology, helping businesses handle complex data and tasks efficiently.

4. Why was this integration needed?

The client needed a system to automatically sync customer data created in OnParallel with their CRM (Apptivo) to avoid manual handling, reduce operational effort and ensure accurate data across systems.

5. How does the integration work technically?

The solution uses a middleware hosted on a server (LAMP stack) that listens for specific events in OnParallel (like workflow completion). When these events occur, it fetches the customer data and uses Apptivo CRM APIs to automatically insert or update records in the CRM.