Integrate Act! 365 with Referrizer
Send information between Act! 365 and Referrizer automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Referrizer each time a new contact is created in Act! 365
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Referrizer 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 Referrizer.
Create a new contact is in Referrizer each time a new contact is created in Act! 365
Act! 365 + Referrizer
Build your own integrations between Act! 365 and Referrizer
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Supported triggers and actions
Integrate Act! 365 and Referrizer 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 added
Triggers when a new contact is created
Attendance added
Triggers when a new attendance is added
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
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using email address or phone number
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 Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
