Integrate OnePageCRM with Act! 365
Send information between OnePageCRM 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 OnePageCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Act! 365 whenever a new contact is added in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Act! 365.
Create a new contact is in Act! 365 each time a new contact is created in OnePageCRM
OnePageCRM + Act! 365
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Supported triggers and actions
Integrate OnePageCRM and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
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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Technical Engineer, Master Liveaboards
