Integrate Salesmate with Act! 365

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

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Create a new contact is in Act! 365 each time a new contact is created in Salesmate

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Act! 365 whenever a new contact is created in Salesmate.

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

Salesmate + Act! 365

Build your own integrations between Salesmate and Act! 365

Connect Salesmate and Act! 365 with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company 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 deal

Creates a new deal

Create activity

Creates a new activity

Create company

Creates a new company

Create contact

Creates a new contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch deal

Fetches the details of a deal by title or 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 Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

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.

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

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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