Integrate Jetpack CRM with Act! 365

Send information between Jetpack CRM 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 Jetpack CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Act! 365 each time a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in Act! 365.
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Create a new contact is in Act! 365 each time a new contact is created in Jetpack CRM

Jetpack CRM + Act! 365

Build your own integrations between Jetpack CRM and Act! 365

Connect Jetpack CRM and Act! 365 with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Jetpack CRM and Act! 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Company created

Triggers when a new company is created

Contact status updated

Triggers when the status of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Quote accepted

Triggers when an existing quote is accepted

Quote created

Triggers when a new quote is created

Invoice created

Triggers when a new invoice 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 or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

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 Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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