Integrate Jetpack CRM with Act! 365
Send information between Jetpack CRM and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Act! 365 each time a new contact is created in Jetpack CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Act! 365 each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Act! 365.
Create a new contact is in Act! 365 each time a new contact is created in Jetpack CRM
Jetpack CRM + Act! 365
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Supported triggers and actions
Integrate Jetpack CRM and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
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
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
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
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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.
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