Act! 365 + BirdSeed Integration

Integrate Act! 365 to BirdSeed in one click, or tell Integrately AI how you want each submission handled. Create contacts in your CRM, update your sales records, alert your team, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • BirdSeed
    Contact form is submitted in BirdSeed Instant
  • BirdSeed
    Email is captured in BirdSeed Instant
  • BirdSeed
    Phone call request is created in BirdSeed Instant
  • BirdSeed
    Live chat request is created in BirdSeed
  • BirdSeed
    Live chat transcript is completed in BirdSeed Instant
  • BirdSeed
    Meeting is scheduled in BirdSeed
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2.
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act! 365 + BirdSeed Integration

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

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

Create Act! 365 contact for new BirdSeed contact form submission

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

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

Send submitted details to your CRM, notify your sales team in messaging apps, and schedule follow-ups instantly. Pick a combination and activate it in one click.

Act! 365
BirdSeed
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GmailGmail (4)
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MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
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CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
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When a contact form is submitted in BirdSeed, create a contact in Act! 365 and send a notification email in Gmail.
BirdSeed form submissions instantly create contacts in Act! 365 while Gmail alerts your inbox, removing manual copying entirely.
B
A
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When an email is captured in BirdSeed, create a contact in Act! 365 and send a welcome email via Gmail.
Captured visitor emails in BirdSeed automatically become contacts in Act! 365 with a welcome message sent through Gmail.
B
A
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If a BirdSeed contact form selects sales, create an Act! 365 contact and notify the team via Gmail.
Sales inquiries submitted through BirdSeed create Act! 365 contacts and trigger targeted Gmail notifications for your team.
B
A
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Use Claude to summarise every BirdSeed live chat transcript, create an Act! 365 contact, and email the brief via Gmail.
Claude summarises completed BirdSeed chats while Act! 365 saves the contact and Gmail emails the brief to your team.

Supported triggers and actions for Act! 365 and BirdSeed

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
Try it →
BirdSeed
BirdSeed Triggers & Actions
Instant
Contact form is submitted in BirdSeed
Triggers the automation when a Contact form is submitted
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Instant
Email is captured in BirdSeed
Triggers the automation when any email address is captured
Try it →
Instant
Phone call request is created in BirdSeed
Triggers the automation when a Phone call request is created
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Live chat request is created in BirdSeed
Triggers the automation when any user initiates a new live chat session
Try it →
Instant
Live chat transcript is completed in BirdSeed
Triggers the automation when the record of a live chat session has been finalized and saved
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Meeting is scheduled in BirdSeed
Triggers the automation when a meeting is scheduled
Try it →
No action is available

What can you automate with Act! 365 + BirdSeed?

Turn website interactions and contact submissions into instant CRM contacts and automated follow-ups without lifting a finger.

What you can automate?
🎯
Turn every BirdSeed form submission into an Act! 365 contact
Capture contact form submissions from your website and create new contact records in Act! 365 automatically. Eliminate manual data entry and ensure no lead is ever missed.
📋
Capture every submitted field and custom question
Map all available BirdSeed form answers and chat details directly into your Act! 365 contact fields. Your CRM database becomes a complete picture of every visitor interaction.
🔔
Alert your team the moment a lead arrives
Notify your sales representatives on Slack or via email as soon as a new contact form is submitted or meeting is scheduled in BirdSeed.
🔀
Route submissions based on submitted criteria
Check department selections or form answers in BirdSeed to create specialised contact tags and assign leads to the correct team in Act! 365.
🔄
Keep your CRM contact records up to date
Synchronise updated email captures and visitor details between BirdSeed and Act! 365 so your database reflects current prospect information.
🛡️
Prevent duplicate records with smart matching
Search existing Act! 365 contacts before creating new entries to ensure repeat website visitors update their existing profile instead of spawning duplicates.
📅
Sync scheduled meetings and call requests
Transform BirdSeed meeting bookings and phone call requests into tracked activities and contact records inside Act! 365.
🔌
Extend your workflow to thousands of apps
Connect your Act! 365 and BirdSeed automation to Slack, Gmail, or Stripe to handle invoicing, team alerts, and follow-up tasks.
And much more...

Who is Act! 365 + BirdSeed integration for?

Connecting Act! 365 and BirdSeed helps sales reps, marketers, and business owners eliminate manual data entry and capture every website interaction instantly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Downstream closers
Downstream closers
Operations managers
Operations managers
📈
Performance marketers
You're running marketing campaigns across your website but your tracking CRM 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 submission lands in Act! 365 instantly and your pipeline data stays current.
⚡
Sales representatives
You rely on rapid follow-ups to close inbound website leads, but contact details sit in your website widget until someone remembers to copy them over, meaning hot prospects go cold — automating both apps means every contact form submission creates an Act! 365 record immediately and your team can follow up first.
📋
Account managers
You answer to clients who expect to see every website interaction logged and reported without delay, but manual entry leads to missed records and incomplete histories — connecting these apps means every scheduled meeting and chat request populates Act! 365 automatically.
🔄
Customer support teams
The volume of live chat transcripts and contact form submissions coming through your website is too high for anyone to keep up by hand, leading to lost customer messages — this integration means every chat request and email capture generates an Act! 365 contact instantly.
🎯
Downstream closers
You own the sales call phase and depend on your website team to hand over contact details before you can reach out, causing frustrating delays in outreach — automating both apps means Act! 365 receives every visitor submission the moment it happens.
🗂️
Operations managers
You need a reliable history of all inbound website inquiries and keep finding gaps caused by manual data entry errors across your team — connecting these apps means every contact form submission and meeting booking is logged accurately in Act! 365.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + BirdSeed

Build and manage your Act! 365 + BirdSeed 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 + BirdSeed 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
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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 BirdSeed?
Frequently Asked Questions
You can connect Act! 365 to BirdSeed in one click using pre-built templates or ask Integrately AI to build the integration and map your fields. It connects your CRM and website center with apps like Slack, Gmail, and HubSpot.
Can I automatically create an Act! 365 contact when a contact form is submitted in BirdSeed?
Frequently Asked Questions
Can I connect Act! 365, BirdSeed, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and BirdSeed?
Frequently Asked Questions
How are contact fields transferred between BirdSeed and Act! 365?
Frequently Asked Questions
Can I schedule meetings in BirdSeed and update Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and BirdSeed?
Frequently Asked Questions
Is the Act! 365 and BirdSeed integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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

Act! 365
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BirdSeed
Popular BirdSeed Integrations
Sync BirdSeed with website builders, analytics, and customer support tools to capture traffic and convert visitors.
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