Integrate Clientify with Act! 365

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

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

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Act! 365 whenever a new contact is created in Clientify.

How it works
  1. The flow triggers when a new contact is created in Clientify.
  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 Clientify

Clientify + Act! 365

Build your own integrations between Clientify and Act! 365

Connect Clientify and Act! 365 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 Clientify and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

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 task

Creates a new task

Create deal

Creates a new deal

Create contact

Creates a new contact

Fetch user

Fetches the details of an existing user using ID

Fetch company

Fetches the details of an existing company using ID

Fetch task

Fetches the details of an existing task using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch contact

Fetches the details of an existing contact using ID

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

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

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

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

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