Update CleverReach contact from new Act! 365 contact
Act! 365 + CleverReach Integration
Act! 365 + CleverReach Integration
Integrate Act! 365 to CleverReach in one click, or tell Integrately AI how you want each contact handled. Create subscribers, update contact details, send targeted emails, and trigger follow-up sequences automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Subscriber is created in the list in CleverReach- Subscriber is unsubscribed from list in CleverReach
2.
- Create contact in Act! 365
- Add subscriber in CleverReach
- Activate subscriber in CleverReach
- Search subscriber in CleverReach
- Update subscriber in CleverReach
- Unsubscribe email in CleverReach
- Add order item in CleverReach
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Ready Workflows for Act! 365 + CleverReach Integration
Capture new contacts, add them as subscribers, keep your email lists updated, and trigger follow-ups, all in just one click.
Most popular automations
Create Act! 365 contact for new CleverReach contact
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Act! 365 contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Act! 365 contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create CleverReach contact for new Act! 365 contact
If you're using Act! 365 to manage your sales leads, it's important to also use CleverReach to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding contact will automatically be created in CleverReach.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding contact will automatically be created in CleverReach.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When New contact is created in Act! 365 > Check condition > Add subscriber in CleverReach
Act! 365 + CleverReach Integration
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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 + CleverReach flow
Connect forms, calendars, payments, emails, and team chats to manage contacts and subscribers across your stack. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) +
Calendly (4)
Calendly (4) +
Typeform (4)
Typeform (4) +
Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) A
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Add every new Act! 365 contact to CleverReach, and send a notification email in Gmail
New Act! 365 contacts appear in CleverReach as subscribers instantly and your team receives a confirmation email in Gmail, eliminating manual copy-pasting.
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When a subscriber is unsubscribed from list in CleverReach, update the contact in Act! 365 and send a confirmation in Gmail
Unsubscribed contacts in CleverReach update your Act! 365 records automatically while Gmail sends a confirmation notice.
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If a new Act! 365 contact has an email address, add subscriber in CleverReach and send a welcome email in Gmail
New Act! 365 contacts with valid emails become CleverReach subscribers while Gmail delivers an automated welcome message.
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Use ChatGPT to summarise every new Act! 365 contact before adding the subscriber in CleverReach and sending the brief in Gmail
ChatGPT analyses new Act! 365 contacts, creates CleverReach subscribers, and emails a detailed brief via Gmail.
Supported triggers and actions for Act! 365 and CleverReach
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
What can you automate with Act! 365 + CleverReach?
Streamline your sales and email marketing workflows with powerful ready-made automations for Act! 365 and CleverReach.
📨
Create a CleverReach subscriber from every new Act! 365 contact
Every time a new contact is created in Act! 365, it automatically triggers the creation of a new subscriber in CleverReach without any manual exporting.
📋
Map all submitted contact fields and custom attributes
Transfer complete contact profiles, phone numbers, and custom fields from Act! 365 directly into corresponding CleverReach subscriber fields.
🔔
Notify your team the moment a subscriber is created
Send instant alerts to your marketing or sales channel in Slack or email whenever an Act! 365 contact successfully joins your CleverReach list.
🔀
Route subscribers based on contact form details
Sort contacts into specific CleverReach mailing lists depending on tags, tiers, or custom properties submitted in Act! 365.
🔄
Keep subscriber details updated as contacts change
Automatically update existing CleverReach subscriber profiles whenever contact information is modified or edited within Act! 365.
🔍
Search and prevent duplicate subscriber records
Check whether a subscriber already exists in CleverReach before creating a new entry, maintaining clean and organized mailing lists.
🛑
Unsubscribe email addresses automatically on status changes
Unsubscribe contacts from CleverReach lists instantly when they are removed, marked inactive, or opt out within Act! 365.
🔗
Extend your workflow to additional apps like Gmail
Trigger follow-up emails, calendar bookings, or task creation in tools like Gmail once your Act! 365 and CleverReach sync completes.
And much more...
Who is Act! 365 + CleverReach integration for?
Connecting Act! 365 and CleverReach helps sales and marketing teams eliminate manual data entry, streamline contact management, and keep email subscriber lists perfectly synchronized.
Performance marketers
Sales representatives
Account managers
Marketing operations teams
Customer success leads
Database administrators
📈
Performance marketers
You're running email campaigns based on Act! 365 lists, but your subscriber data only updates when someone manually exports contacts, so the segment counts you're targeting are always a few hours behind — with this integration, every new contact lands in CleverReach instantly and your lists stay current.
🎯
Sales representatives
You need to act fast when new prospects sign up, but you find out too late because contact updates are stuck in manual queues — automating both apps means every new contact triggers instant subscriber creation, so you can follow up while interest is high.
📊
Account managers
You answer to clients who want to see campaign progress, but manual syncing leaves gaps in your reporting data — connecting these apps means contact growth and email subscriptions match up in real-time, giving you accurate metrics for every review.
⚡
Marketing operations teams
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed subscribers and unsegmented lists — automating both apps means every Act! 365 contact flows straight into CleverReach without manual intervention.
🤝
Customer success leads
You own the onboarding stage and depend on sales to hand over contact details, but delays cause friction — this integration means every new Act! 365 contact instantly updates CleverReach, keeping customer records aligned from day one.
🗂️
Database administrators
You need a reliable history of contact activity and keep finding gaps caused by missed manual imports — with this integration, contact creation and subscriber updates match up seamlessly, keeping your database complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Act! 365 + CleverReach
Build and manage your Act! 365 + CleverReach automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + CleverReach with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Act! 365 to CleverReach?
You can connect Act! 365 to CleverReach in one click using ready-made automations on Integrately, or ask Integrately AI to build custom workflows linking your contacts to email lists along with apps like Gmail, Slack, and Calendly.
Can I automatically add Act! 365 contacts to CleverReach subscriber lists?
Can I connect Act! 365, CleverReach, and Slack?
What is a good Zapier alternative for Act! 365 and CleverReach?
How does Act! 365 handle contact creation and updates in integrations?
Can I search and update subscriber lists in CleverReach automatically?
Do I need coding skills to set up Act! 365 and CleverReach automations?
Is the Act! 365 and CleverReach integration free?
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