Integrate Act! 365 with Autopilot

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

Explore prebuilt integration flows to get started

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

Act! 365 + Autopilot

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

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Act! 365 each time a new contact is created in Autopilot.

How it works
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow creates a new contact in Act! 365.
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Generate a new contact in Act! 365 each time a new contact is created in Autopilot

Autopilot + Act! 365

Build your own integrations between Act! 365 and Autopilot

Connect Act! 365 and Autopilot with over 750+ 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 Autopilot 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

Contact added to list

Triggers when a contact is added to the selected list

Contact removed from list

Triggers when a contact is removed from the selected list

New contact

Triggers when a new contact is added

Contact unsubscribed

Triggers when a contact unsubscribes

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 list

Creates a new contact and adds it to the selected list

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

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 Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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

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 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

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