Act-On + AgentX Integration

Integrate Act-On to AgentX in one click, or tell Integrately AI how you want each submission handled. Capture form data, trigger AI conversations, analyze responses, and update your workflows automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • AgentX
    Conversation is created in AgentX
  • AgentX
    Agent is created in AgentX
  • AgentX
    Workforce is Created in AgentX
  • AgentX
    User message is created in AgentX
  • AgentX
    Agent's reply is created in AgentX
  • AgentX
    Conversation is created in workforce in AgentX
Arrow Right
2.
  • Act-On
    Import contacts in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • AgentX
    Create conversation with AI workforce in AgentX
  • AgentX
    Create conversation with single agent in AgentX
  • AgentX
    Send Message to Existing Conversation With Agent in AgentX

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Ready WorkflowsReady Workflows   for Act-On + AgentX Integration

Capture form submissions, trigger AI conversations, handle responses, and update your workspace, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Act-On + AgentX flow

Extend your marketing automation and AI workflows with CRM, forms, scheduling, and messaging tools. Pick a combination and activate it in one click.

Act-On
AgentX
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SalesforceSalesforce (4)
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TypeformTypeform (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
GmailGmail (4)
A
S
A
Add every new Act-On contact to Salesforce, and trigger an AgentX conversation
New Act-On contacts appear in Salesforce instantly while AgentX initiates a new AI conversation, eliminating manual data entry.
A
S
A
When a Form is submitted in Act-On, create a Salesforce lead and trigger an AgentX conversation
Form submissions in Act-On instantly generate Salesforce leads and start AI conversations in AgentX for rapid follow-up.
A
S
A
When an Act-On contact is updated, update Salesforce and send a message in AgentX
Contact modifications in Act-On update Salesforce records and notify existing AgentX conversations automatically.
A
S
A
C
Use Claude to analyse Salesforce leads created from Act-On form submissions, and trigger AgentX
Evaluate Act-On form submissions with Claude before creating Salesforce records and starting AgentX AI workflows.

Supported triggers and actions for Act-On and AgentX

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
Subscription category opt out in Act-On
Try it →
Instant
Contact is added in Act-On
Try it →
Instant
Contact is updated in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Instant
Subscription category opt in 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
Automated program is stopped in Act-On
Try it →
Instant
Contact is added to hard bounce list in Act-On
Try it →
Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
Try it →
Instant
CRM is connected in Act-On
Try it →
Instant
CRM is disconnected in Act-On
Try it →
Instant
Subscription category is added in Act-On
Try it →
Instant
Subscription category is deleted in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Contact is added to soft bounce list in Act-On
Try it →
Import contacts in Act-On
Imports contacts to the system
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Add contact to marketing list in Act-On
Adds a contact to a marketing list
Try it →
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
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 →
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 marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
AgentX
AgentX Triggers & Actions
Conversation is created in AgentX
Triggers when a new conversation is created
Try it →
Agent is created in AgentX
Triggers when a new agent is created
Try it →
Workforce is Created in AgentX
Triggers when a new workforce is created
Try it →
User message is created in AgentX
Triggers the automation when a user message is created
Try it →
Agent's reply is created in AgentX
Triggers the automation when an agent's reply is created
Try it →
Conversation is created in workforce in AgentX
Triggers the automation when a conversation is created in workforce
Try it →
Create conversation with AI workforce in AgentX
Create a new conversation with AI workforce
Try it →
Create conversation with single agent in AgentX
Create a new conversation with a single agent
Try it →
Send Message to Existing Conversation With Agent in AgentX
Send a message to an existing conversation with an agent
Try it →

What can you automate with Act-On + AgentX?

Streamline your marketing automation and AI workflows by connecting Act-On events directly to AgentX actions.

What you can automate?
Trigger AI conversations from every form submission
Start an AgentX conversation automatically the moment a contact submits a form in Act-On, turning raw marketing data into instant AI insights without manual entry.
📋
Capture every submitted form field
Map all custom questions and submitted details from your Act-On forms into AgentX conversations instead of just names and emails, ensuring full context for your AI assistant.
🔔
Alert your team instantly on key events
Notify staff immediately via messaging tools whenever an automated program starts or a high-value contact is updated in Act-On, ensuring rapid internal response.
🔀
Route leads based on submitted data
Check specific form answers and subscription categories in Act-On, directing contacts to different AI agents or workforce workflows in AgentX based on their responses.
🔄
Keep your contact records current
Automatically update existing marketing lists and contact fields in Act-On whenever AgentX generates new user messages or conversation outputs.
🔍
Prevent duplicate records automatically
Search existing Act-On lists by email and update records cleanly rather than creating messy duplicate contact entries for returning leads.
⚙️
Handle automated program status changes
Trigger follow-up workflows in AgentX the moment an Act-On automated program stops, completes, or adds a contact to bounce lists.
🔗
Extend your workflow to Salesforce
Push processed leads from Act-On and AgentX straight into Salesforce to align your marketing automation platform with your sales pipeline.
And much more...

Who is Act-On + AgentX integration for?

Marketing and operations teams use Act-On and AgentX together to turn inbound lead data into automated AI-driven workflows without manual tracking.

Data and analytics managers
Data and analytics managers
Sales development reps
Sales development reps
Client success leads
Client success leads
Marketing campaign managers
Marketing campaign managers
Operations coordinators
Operations coordinators
CRM administrators
CRM administrators
📈
Data and analytics managers
You report on campaign metrics and decide strategy from them, but your numbers are always stale because Act-On lead data sits unanalysed until someone manually reviews lists — this integration means every new contact flows straight into AgentX insights so your reports stay current.
Sales development reps
You need to act fast, and you find out too late when high-value leads submit Act-On forms because notification emails get buried in crowded inboxes — automating both apps means every form submission instantly triggers an AI conversation so you never miss a hot lead.
🤝
Client success leads
You answer to a client or an outside party who wants to see progress, but compiling campaign stats from Act-On takes hours of manual pulling — automating both apps means automated performance summaries are generated instantly for every review.
📈
Marketing campaign managers
The volume is too high for anyone to keep up by hand when thousands of contacts trigger Act-On automated programs simultaneously, leaving leads waiting for follow-up — automating both apps means every program event is handled instantly by your AI workforce.
👥
Operations coordinators
You own the next workflow step and depend on someone upstream to hand over contact details, but Act-On contact updates rarely reach the rest of the team on time — with this integration, every contact update immediately triggers corresponding actions in AgentX.
🗂️
CRM administrators
You need a reliable history and keep finding gaps in it because manual data entry between Act-On and your workspace leads to missing contact records — automating both apps means every contact addition and update is logged precisely across systems.
Our team

Ready Workflows Did you know?

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 + AgentX

Build and manage your Act-On + AgentX 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 + AgentX 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
That’s it! You just connected Google Sheets to Trello
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 AgentX?
Frequently Asked Questions
You can connect Act-On to AgentX in just one click using ready-made automations on Integrately, or use Integrately AI to build custom workflows.
Can I trigger AI conversations from Act-On form submissions?
Frequently Asked Questions
Can I connect Act-On, AgentX, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and AgentX?
Frequently Asked Questions
How do contact updates in Act-On work with AgentX?
Frequently Asked Questions
Can AgentX actions update Act-On contact records?
Frequently Asked Questions
Do I need coding skills to automate Act-On and AgentX?
Frequently Asked Questions
Is the Act-On and AgentX integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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