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

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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
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow creates a new contact in Act! 365.
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Create a new contact in Act! 365 whenever a new contact is created in EvaluAgent

EvaluAgent + Act! 365

Build your own integrations between EvaluAgent and Act! 365

Connect EvaluAgent and Act! 365 with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 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

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.

Customer Support

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

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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