Integrate LionDesk with Act! 365

Send information between LionDesk and Act! 365 automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Act! 365 each time a new contact is created in LionDesk

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Act! 365 each time a new contact is created in LionDesk.

How it works
  1. The flow triggers when a new contact is created in LionDesk.
  2. Zoho Flow creates a new contact in Act! 365.
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Create a new contact is in Act! 365 each time a new contact is created in LionDesk

LionDesk + Act! 365

Build your own integrations between LionDesk and Act! 365

Connect LionDesk and Act! 365 with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LionDesk and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New contact

Triggers when a new contact 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

Create contact

Creates a new contact

Create task

Creates a new task

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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.

Contact Management

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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