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 800+ 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 event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task 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 event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact

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 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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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