Integrate Act! 365 with Agile CRM
Send information between Act! 365 and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Agile CRM each time a new contact is created in Act! 365
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Agile CRM 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 Agile CRM.
Generate a new contact in Agile CRM each time a new contact is created in Act! 365
Act! 365 + Agile CRM
Build your own integrations between Act! 365 and Agile CRM
Connect Act! 365 and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Act! 365 and Agile CRM 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
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
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
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
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.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
