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OnParallel & Apptivo CRM Integration

May 15, 2023 5 min read
OnParallel & Apptivo CRM Integration

Overview

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.

What is AppTivo CRM?

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.

What is Onparallel platform?

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.

Client Requirement / Goal

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

The Key Requirement was to:

  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.

Our Solution

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.

Specifics of our solution:

  • We created a middleware script which is hosted on an independent server.
  • Middleware works with onparallel specific events (create, close, competed) to trigger actions in the script.
OffsetMyOrder Checkout
  • Onparallel Events are used to trigger the script on specific action to fetch the customer data and inserted into the apptivo
Onparallel Events
  • Apptivo APIs are used to push the customer details into the Apptivo CRM
Apptivo CRM Integration

This integration is an example of how businesses can leverage commerce app and CRM integrations to automate workflows and maintain consistent data across platforms.

Main Features

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

Tech Stack

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

Conclusion:

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.

FAQs

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.

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.

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.

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.

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.

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Gurpinder Kaur

Gurpinder Kaur

At Webgarh, she manages end-to-end Shopify delivery across industries, from standard store builds to Shopify Plus implementations and custom app development. Her expertise spans custom themes, third-party integrations, performance improvements, migration planning, and advanced store architecture built entirely on real execution, not theory.

Within Webgarh, Gurpinder is the go-to person when projects get challenging. Whether it's defining the right Shopify Plus strategy, resolving complex integration roadblocks, or steering teams through high-stakes delivery timelines, her ability to break down complex decisions into clear, actionable steps is what makes her leadership valuable.

Her experience covers the full Shopify ecosystem, scaling strategies, custom app planning, automation workflows, platform integrations, and long-term eCommerce optimization. She understands what works, what fails, and what businesses should prioritize to scale effectively.

Through Webgarh, Gurpinder shares practical Shopify insights designed to help store owners, agencies, and development teams make confident decisions, backed by years of experience inside real projects, not assumptions.