Act! 365 + Convert Builder Integration

When someone completes your Convert Builder, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convert Builder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convert Builder - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

If you're using Act! 365 to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.