Integrate EvaluAgent with Act! 365
Send information between EvaluAgent and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Act! 365 whenever a new contact is created in EvaluAgent
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Act! 365 each time a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Act! 365.
Create a new contact in Act! 365 whenever a new contact is created in EvaluAgent
EvaluAgent + Act! 365
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Supported triggers and actions
Integrate EvaluAgent and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Evaluation created
Triggers when a new evaluation is added
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 contact
Creates a new contact
Create user
Adds a new user
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
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 EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, 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.
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