Integrate Act! 365 with ClickSend

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

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

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in ClickSend 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 ClickSend.
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Add a new contact in ClickSend whenever a new contact is added in Act! 365

Act! 365 + ClickSend

Build your own integrations between Act! 365 and ClickSend

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

SMS received

Triggers when a new SMS is received

Contact added

Triggers when a new contact is added to the specified list

All Actions - Actions are the automated tasks

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Create contact

Creates a new contact

Fetch contact by email

Fetches the details of an existing contact by email address

Create contact

Creates a new contact

Create contact list

Creates a new contact list

Send MMS

Sends a new MMS

Send SMS to contact list

Sends a new SMS to the selected list of contacts

Send email campaign

Sends a new email campaign

Send letter through post

Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.

Send fax

Sends a new fax

Send voice message

Sends a text-to-speech message to a mobile phone or landline number

Send SMS

Sends a new SMS

Send postcard

Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.

Transfer contact to list

Moves an existing contact from one list to another

Update contact

Updates the details of an existing contact by ID

Fetch contact list

Fetches a contact list by name

Copy contact to list

Copies an existing contact from one list to another

Update contact list

Updates the details of an existing contact list

Fetch contact

Fetches the details of an existing contact

Fetch email campaign

Fetches the details of an existing email campaign

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 ClickSend?

ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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