Integrate Follow Up Boss with Act! 365

Send information between Follow Up Boss and Act! 365 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 Follow Up Boss and Act! 365

Connect Follow Up Boss and Act! 365 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 Follow Up Boss and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

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

All Actions - Actions are the automated tasks

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

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

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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

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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