Integrate Act! 365 with Follow Up Boss

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

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Add a new contact in Follow Up Boss whenever a new contact is added in Act! 365

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Follow Up Boss each time a new contact is created in Act! 365.

How it works
  1. The flow triggers when a new contact is created in Act! 365.
  2. Zoho Flow creates a new contact in Follow Up Boss.
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Add a new contact in Follow Up Boss whenever a new contact is added in Act! 365

Act! 365 + Follow Up Boss

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Create a new contact in Act! 365 whenever a new contact is created in Follow Up Boss

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Act! 365 whenever a new contact is created in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  2. Zoho Flow creates a new contact in Act! 365.
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Create a new contact in Act! 365 whenever a new contact is created in Follow Up Boss

Follow Up Boss + Act! 365

Build your own integrations between Act! 365 and Follow Up Boss

Connect Act! 365 and Follow Up Boss with over 800+ 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 Follow Up Boss using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

Contact created

Triggers when a new contact is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Fetch contact by email

Fetches the details of an existing contact by email address

Create contact

Creates a new contact

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

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

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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