Act-On + Act! 365 Integration

Integrate Act-On to Act! 365 in one click, or tell Integrately AI how you want each contact handled. Capture leads, create contacts, sync details, and keep your sales team updated automatically.

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1.
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act! 365
    New contact is created in Act! 365
Arrow Right
2.
  • Act-On
    Import contacts in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Add contact to marketing list in Act-On
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act-On + Act! 365 Integration

Capture leads, organise contacts, keep databases updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act-On + Act! 365 Integration

Create Act! 365 contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Act! 365 contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Activate
Act-On + Act! 365 Integration

Create Act! 365 contact for new Act-On form submission

When someone completes your Act-On, 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 Act-On is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Act-On - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + Act! 365 flow

Connect valuable sales, communication, and scheduling tools to extend your core automation workflow. Pick a combination and activate it in one click.

Act-On
Act! 365
+
SalesforceSalesforce (4)
+
Google CalendarGoogle Calendar (4)
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HubSpotHubSpot (4)
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SlackSlack (4)
+
ZoomZoom (4)
+
TypeformTypeform (4)
A
A
S
Add every new Act-On contact to Act! 365, and create a lead in Salesforce.
New Act-On contacts appear in Act! 365 and Salesforce instantly, so your sales teams never miss a handoff.
A
A
S
When an Act-On form is submitted, update Act! 365 and log the update in Salesforce.
Form submissions update Act! 365 and Salesforce immediately, keeping client records accurate.
A
A
S
If an Act-On contact is updated, sync changes to Act! 365 and update Salesforce records.
Contact updates flow seamlessly from Act-On to Act! 365 and Salesforce without manual copy-pasting.
A
A
S
Use ChatGPT to analyse Act-On form submissions, create contacts in Act! 365, and log leads in Salesforce.
AI analyses form submissions before creating contacts in Act! 365 and Salesforce.

Supported triggers and actions for Act-On and Act! 365

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
CRM is connected in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact is updated in Act-On
Try it →
Instant
Contact is added in Act-On
Try it →
Instant
Subscription category opt out in Act-On
Try it →
Instant
Subscription category opt in in Act-On
Try it →
Instant
Contact is added to soft bounce list in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Subscription category is deleted in Act-On
Try it →
Instant
Subscription category is added in Act-On
Try it →
Instant
CRM is disconnected in Act-On
Try it →
Instant
Contact is added to hard bounce list in Act-On
Try it →
Instant
Automated program is stopped in Act-On
Try it →
Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
Try it →
Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
Try it →
Import contacts in Act-On
Imports contacts to the system
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
Try it →
Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
Try it →
Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
Try it →
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
Try it →
Add contact to marketing list in Act-On
Adds a contact to a marketing list
Try it →
Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →

What can you automate with Act-On + Act! 365?

Streamline your entire lead management pipeline by connecting Act-On marketing events directly to your Act! 365 sales records.

What you can automate?
🔄
Sync new Act-On contacts to Act! 365 automatically
Trigger an automated contact creation in Act! 365 the moment a new contact is added in Act-On. Eliminate manual data entry and keep your sales team instantly informed.
📝
Capture every submitted form field
Map all custom form questions from Act-On into your Act! 365 contact profiles instead of just names and emails. Ensure your sales reps have complete context before reaching out.
🔔
Notify your sales team instantly
Alert your sales reps in Slack or via email the second a high-value prospect completes an Act-On form or gets added to your marketing database.
🔀
Route leads based on submitted criteria
Send enterprise leads to priority sales lists in Act! 365 while routing standard inquiries to general queues based on specific form answers.
🔄
Keep contact records up to date
Automatically update existing Act! 365 contact details whenever a user modifies their information or preferences in Act-On.
🔍
Prevent duplicate records with smart matching
Search existing Act! 365 records by email address before creating new entries, ensuring your customer database remains clean and organized.
📊
Track subscription and opt-in status changes
Log global opt-outs, spam reports, and subscription category updates from Act-On directly into your Act! 365 contact history.
⚡
Extend your workflow with third-party apps
Connect Act-On and Act! 365 with tools like Slack, Google Calendar, or HubSpot to build powerful multi-step automation pipelines.
And much more...

Who is Act-On + Act! 365 integration for?

Marketing and sales professionals use this integration to eliminate manual data entry, accelerate lead handoffs, and keep customer databases perfectly synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Lead generation specialists
Lead generation specialists
Sales development reps
Sales development reps
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns across multiple channels but your reporting dashboard only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Act! 365 instantly and your pipeline data stays current.
⚡
Sales representatives
You need to reach out to inbound prospects immediately, but waiting for marketing leads to be manually imported means you find out about hot leads hours too late — automating both apps means every new submission creates an Act! 365 contact instantly so you can initiate outreach while interest is peak.
📊
Account managers
You answer to clients who want to see real-time lead generation progress, but compiling data across Act-On and Act! 365 by hand leaves gaps in your reports — this integration means every contact syncs automatically so your client updates are always accurate and ready to present.
🚀
Lead generation specialists
The volume of incoming campaign responses is too high for anyone to keep up with by hand, leading to missed prospects and unassigned leads — connecting these apps means every form submission is handled instantly and captured as an Act! 365 contact without manual effort.
👥
Sales development reps
You own the initial outreach step and depend on marketing teams to hand over qualified leads, but manual data transfers cause friction and delays — with this integration, every new Act-On contact flows straight into Act! 365 so you can start qualifying leads immediately.
🗂️
Operations leads
You need a reliable customer history across all platforms but keep finding missing records and mismatched contact details between systems — automating both apps means every lead update is mirrored perfectly and your database integrity remains intact.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act-On + Act! 365

Build and manage your Act-On + Act! 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act-On + Act! 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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Frequently Asked Questions

How do I connect Act-On to Act! 365?
Frequently Asked Questions
You can connect Act-On to Act! 365 instantly using 1-click workflows on Integrately. Choose a ready template or ask Integrately AI to build your integration. You can also connect other popular tools like Salesforce, HubSpot, and Slack.
Can I automatically create Act! 365 contacts from Act-On form submissions?
Frequently Asked Questions
Can I connect Act-On, Act! 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Act! 365?
Frequently Asked Questions
How does Act-On handle contact updates during automation?
Frequently Asked Questions
Can Act! 365 receive data from Act-On form submissions?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Act! 365?
Frequently Asked Questions
Is the Act-On and Act! 365 integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act-On or Act! 365 With 1500+ Other Apps

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Act! 365
Popular Act! 365 Integrations
Sync Act! 365 with customer support, invoicing, and project management apps to keep sales operations connected.
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