Integrate Act! 365 with EngageBay

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

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Add a new contact in EngageBay whenever a new contact is added in Act! 365

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in EngageBay whenever 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 EngageBay.
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Add a new contact in EngageBay whenever a new contact is added in Act! 365

Act! 365 + EngageBay

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Add a new contact in Act! 365 whenever a new contact is added in EngageBay

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

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in Act! 365.
+

Add a new contact in Act! 365 whenever a new contact is added in EngageBay

EngageBay + Act! 365

Build your own integrations between Act! 365 and EngageBay

Connect Act! 365 and EngageBay 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 Act! 365 and EngageBay 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

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create to-do

Creates a new to-do

Fetch contact by email

Fetches the details of an existing contact by email address

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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 EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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