

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

Build your own integrations between Act! 365 and Mattermark
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Supported triggers and actions
Integrate Act! 365 and Mattermark 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
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

Fetch portfolio
Fetches the list of portfolio companies for the specified investor

Fetch company
Fetches the details of an existing company using ID, name, or domain

Fetch investor using filters
Fetches the details of an existing investor using filters

Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
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.
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What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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