Act! 365 + awork Integration

Connect Act! 365 to awork in 1 click

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Act! 365 + awork Integration

Create awork task for new Act! 365 contact

Act! 365 and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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awork + Act! 365 Integration

Create Act! 365 contact for new awork client

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 awork - Act! 365 integration, anytime a new awork client 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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Act! 365 + awork Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Act! 365
    Create contact in Act! 365
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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Integrate Act! 365 & awork In 1 Click
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