Act! 365 + Agile CRM Integration

Integrate Act! 365 to Agile CRM in one click, or tell Integrately AI how you want each contact handled. Capture every lead, update your CRM records, assign tasks, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
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2.
  • Act! 365
    Create contact in Act! 365
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

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Ready Workflows Ready Workflows for Act! 365 + Agile CRM Integration

Capture contacts, sync lead details, create deals, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + Act! 365 Integration

Create Act! 365 contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Act! 365 integration, anytime a new Agile CRM contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Act! 365 + Agile CRM flow

Send contact data to spreadsheets, email lists, and messaging tools the moment your pipeline updates. Pick a combination and activate it in one click.

Act! 365
Agile CRM
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Google SheetsGoogle Sheets (4)
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MailchimpMailchimp (4)
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HubSpotHubSpot (4)
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StripeStripe (4)
+
CalendlyCalendly (4)
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SlackSlack (4)
A
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Add every new Act! 365 contact to Agile CRM, and log it in Google Sheets
New Act! 365 contacts appear in Agile CRM instantly and get logged in Google Sheets, eliminating manual data entry.
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When a deal is created in Agile CRM, create an Act! 365 contact and log the row in Google Sheets
New Agile CRM deals instantly create an Act! 365 contact and update your Google Sheets log.
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Create an Agile CRM task for every new Act! 365 contact, and track it in Google Sheets
Every new Act! 365 contact generates an Agile CRM task and a tracked Google Sheets entry.
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When a deal milestone changes in Agile CRM, update Act! 365 and log the update in Google Sheets
Pipeline stage changes in Agile CRM update Act! 365 and record the milestone in Google Sheets.

Supported triggers and actions for Act! 365 and Agile CRM

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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What can you automate with Act! 365 + Agile CRM?

Streamline your sales and marketing operations by connecting Act! 365 and Agile CRM for seamless data flow.

What you can automate?
🔄
Sync new contacts across platforms automatically
Instantly create a contact in Agile CRM whenever a new contact is created in Act! 365. Eliminate duplicate data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Act! 365 straight into Agile CRM records instead of just basic names and emails.
🔔
Alert your team the moment a deal occurs
Trigger instant notifications or task assignments in Agile CRM or messaging tools as soon as new contacts or deals are registered in Act! 365.
🔀
Route records based on submitted criteria
Execute different follow-up actions or tag assignments in Agile CRM depending on specific field values received from Act! 365.
📝
Keep destination records up to date
Automatically update existing contact profiles and deal statuses across both platforms whenever information changes.
🛡️
Prevent duplicate records with smart matching
Search existing databases before creating new entries, ensuring your Act! 365 and Agile CRM records remain clean and organized.
💳
Handle later pipeline milestone changes
Automatically update contact stages and trigger follow-up tasks whenever deal milestones change or tasks are completed in Agile CRM.
📊
Extend workflows to external apps
Push synchronized contact and deal data directly into Google Sheets, Slack, or email marketing platforms with multi-step workflows.
And much more...

Who is Act! 365 + Agile CRM integration for?

Sales and marketing teams connecting Act! 365 and Agile CRM to eliminate manual data entry, streamline pipelines, and keep customer records perfectly aligned.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Marketing Directors
Marketing Directors
Operations Specialists
Operations Specialists
CRM Administrators
CRM Administrators
📈
Sales Managers
You review deal pipelines and contact metrics every week, but manual data entry leaves your reports outdated and incomplete — this integration means every new lead and deal syncs instantly so your pipeline numbers are always accurate.
⚡
Account Executives
You need to act on incoming prospects immediately, but delayed lead handoffs mean you reach out too late — automating both apps means contact details flow across platforms in real time so you can connect with buyers instantly.
🤝
Client Success Leads
You answer to stakeholders who expect transparent progress updates, but scattered customer logs make reporting difficult — with this integration, every task and milestone update is recorded accurately across your systems.
🚀
Marketing Directors
Incoming lead volumes are too high for anyone to keep up by hand, leading to missed follow-ups and lost opportunities — automating both apps means every contact and campaign trigger processes smoothly without manual intervention.
📋
Operations Specialists
You own downstream processes and depend on sales teams to hand over complete contact data, but critical details keep getting missed — connecting these apps means structured data flows seamlessly from Act! 365 into Agile CRM.
🗂️
CRM Administrators
You need a reliable history of customer interactions, but manual entry errors keep creating fragmented records across platforms — this integration means your contact databases remain clean, unified, and fully synchronized.
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Why choose Integrately to automate Act! 365 + Agile CRM

Build and manage your Act! 365 + Agile CRM 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! 365 + Agile CRM 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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Frequently Asked Questions

How do I connect Act! 365 to Agile CRM?
Frequently Asked Questions
You can connect Act! 365 to Agile CRM instantly using ready-made workflows or Integrately AI. With 1-click setup, your contacts and deals sync effortlessly across platforms along with Google Sheets, Slack, and Mailchimp.
Can I automatically sync contacts between Act! 365 and Agile CRM?
Frequently Asked Questions
Can I connect Act! 365, Agile CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Agile CRM?
Frequently Asked Questions
How does Act! 365 handle new contact triggers in automations?
Frequently Asked Questions
Can Agile CRM deal updates trigger actions in Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Agile CRM?
Frequently Asked Questions
Is the Act! 365 and Agile CRM integration free?
Frequently Asked Questions
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