Integrate HelpCrunch with Act! 365
Send information between HelpCrunch and Act! 365 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate HelpCrunch and Act! 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
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
All Actions - Actions are the automated tasks
Add customer
Adds a new customer
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer
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
What is HelpCrunch?
HelpCrunch is a communication platform for customer service and sales that provides live chat, in-app messenger, ticketing, and email automation.
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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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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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