Act! 365 + Checkvist Integration

Connect Act! 365 to Checkvist - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Checkvist automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Act! 365 & Checkvist using Integrately.

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Ready Workflows For Act! 365 + Checkvist Integration

Just click on the workflow you want to automate

Create Checkvist list for new Act! 365 contact

When you create a new contact in Act! 365, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Act! 365 and Checkvist!

Activate

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Create Your Own Act! 365 & Checkvist Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation whenever a new contact is added
List item is created in Checkvist
Triggers the automation whenever a new item is added to a list
List is created in Checkvist
Triggers the automation whenever a new list is created

Create contact in Act! 365
Automatically adds a new contact to the database
Create list in Checkvist
Automatically generates a new list
Create list item in Checkvist
Automatically adds a new item to a list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Act! 365 & Checkvist In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Checkvist With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.

See Checkvist Integrations