Integrate Act! 365 with ActiveTrail
Send information between Act! 365 and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in ActiveTrail whenever a new contact is created in Act! 365
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in ActiveTrail 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 ActiveTrail.
Create a new contact in ActiveTrail whenever a new contact is created in Act! 365
Act! 365 + ActiveTrail
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Supported triggers and actions
Integrate Act! 365 and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Contact created
Triggers when a new contact is created
To-do created
Triggers when a new to-do is created
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create to-do
Creates a new to-do
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact by email address
Create contact
Creates a new contact
Add contact to group
Adds a contact to the specified group
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
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Webhook triggers
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Logic
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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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
