Integrate Act! 365 with Upsales

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

Explore prebuilt integration flows to get started

[esc]

Generate a new contact in Upsales each time a new contact is created in Act! 365

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Upsales 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 Upsales.
+

Generate a new contact in Upsales each time a new contact is created in Act! 365

Act! 365 + Upsales

[esc]

Add a new contact in Act! 365 whenever a new contact is added in Upsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Act! 365 whenever a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in Act! 365.
+

Add a new contact in Act! 365 whenever a new contact is added in Upsales

Upsales + Act! 365

Build your own integrations between Act! 365 and Upsales

Connect Act! 365 and Upsales 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 Upsales 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

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product 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 activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY