Integrate Act! 365 with ActiveTrail
Send information between Act! 365 and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in ActiveTrail whenever a new contact is created in Act! 365
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in ActiveTrail each time a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in ActiveTrail.
Create a new contact in ActiveTrail whenever a new contact is created in Act! 365
Act! 365 + ActiveTrail
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Supported triggers and actions
Integrate Act! 365 and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
Create contact
Creates a new contact
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
