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Integrate Jetpack CRM with Act! 365
Send information between Jetpack CRM and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when a new contact is created in Jetpack CRM.
- 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
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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
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Contact created
Triggers when a new contact is created
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Transaction created
Triggers when a new transaction is created
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Contact updated
Triggers when the details of an existing contact is updated
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Company created
Triggers when a new company is created
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Contact status updated
Triggers when the status of an existing contact is updated
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Invoice updated
Triggers when the details of an existing invoice is updated
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Quote accepted
Triggers when an existing quote is accepted
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Quote created
Triggers when a new quote is created
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Opportunity created
Triggers when a new opportunity is created
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To-do created
Triggers when a new to-do is created
All Actions - Actions are the automated tasks
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Add or update contact
Adds a new contact or updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact
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Fetch quote
Fetches the details of an existing quote
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Create to-do
Creates a new to-do
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Create opportunity
Creates a new opportunity
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Create contact
Creates a new contact
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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.
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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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