Integrate Zingtree with Act! 365
Send information between Zingtree and Act! 365 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zingtree and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Session
Triggers when a new session is created
New Session in Tree
Triggers when a new session is created in the selected tree
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
Fetch Session Details
Fetches details about the selected session
Fetch Session Note
Fetches agent-entered notes for the selected session
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 Zingtree?
Zingtree is a customer support tool that makes building and sharing interactive decision trees easy. You can publish and integrate trees, watch every session, and use analytics to assess the performance specifics.
Similar apps
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.
Similar apps
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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