Act! 365 + Click Funnels Integration

Integrate Act! 365 to Click Funnels in one click, or tell Integrately AI how you want each contact handled. Capture new leads, create contacts, update records, and sync your funnel data automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Click Funnels
    Create contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Apply tag to contact in Click Funnels

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Ready Workflows Ready Workflows for Act! 365 + Click Funnels Integration

Capture leads, create contacts, update sales records, and sync funnel data, all in just one click.

Most popular automationmost-popular-automations
Click Funnels + Act! 365 Integration

Create Act! 365 contact for new Click Funnels 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 Click Funnels 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.
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Act! 365 + Click Funnels Integration

Create Click Funnels contact for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Click Funnels 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 Click Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Act! 365 + Click Funnels flow

Send details to email marketing platforms, update spreadsheets, notify your sales team, and trigger follow-up campaigns seamlessly. Pick a combination and activate it in one click.

Act! 365
Click Funnels
+
MailchimpMailchimp (5)
+
StripeStripe (5)
+
ActiveCampaignActiveCampaign (5)
+
Google SheetsGoogle Sheets (5)
+
ZoomZoom (5)
+
CalendlyCalendly (5)
C
M
A
Create a Mailchimp subscriber whenever a contact is created in Click Funnels, and create a contact in Act! 365.
New Click Funnels contacts appear in Mailchimp and Act! 365 instantly, keeping your email lists and CRM updated without manual data entry.
A
M
C
When a new contact is created in Act! 365, add a subscriber in Mailchimp and create a contact in Click Funnels.
Act! 365 contacts flow directly into Mailchimp and Click Funnels so your funnel and email lists stay synchronized.
C
M
A
If a Click Funnels purchase is created, add a subscriber in Mailchimp and create an Act! 365 contact.
Every Click Funnels purchase triggers a new subscriber in Mailchimp and a contact record in Act! 365 automatically.
C
M
A
Use Claude to categorize new Click Funnels contacts, add them to Mailchimp, and create an Act! 365 contact.
Claude analyzes Click Funnels contacts before adding them to Mailchimp and creating a contact record in Act! 365.
C
M
A
When a course enrollment is created in Click Funnels, add a subscriber in Mailchimp and create an Act! 365 contact.
Course enrollments in Click Funnels instantly update Mailchimp lists and create Act! 365 contact records.

Supported triggers and actions for Act! 365 and Click Funnels

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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Click Funnels
Click Funnels Triggers & Actions
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
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Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
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Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
Try it →
Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it →
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
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Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it →
Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it →
Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
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Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
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Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
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Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
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Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
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Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
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Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
Try it →
Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
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Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
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Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Product is created in Click Funnels
Initiates when a new product is create
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Instant
Product is updated in Click Funnels
Activates when a product is modified
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Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
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Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
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Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
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Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
Try it →
Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
Try it →
Create contact in Click Funnels
Adds a new contact to the database
Try it →
Search contact in Click Funnels
Finds and retrieves contact information
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Update contact in Click Funnels
Updates contact information with new details
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Delete contact in Click Funnels
Removes a contact from the address book
Try it →
Create tag in Click Funnels
Generates a new tag
Try it →
Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
Try it →
Apply tag to contact in Click Funnels
Tag a contact
Try it →

What can you automate with Act! 365 + Click Funnels?

Streamline your sales and marketing operations by connecting Click Funnels lead generation directly to your Act! 365 CRM.

What you can automate?
🔄
Sync every new contact between Click Funnels and Act! 365
Capture every contact created in Click Funnels and instantly create a corresponding contact record in Act! 365. Eliminate manual data entry and ensure your sales team never misses an inbound prospect.
📋
Capture every submitted field and custom question
Map all available Click Funnels form answers directly into Act! 365 fields instead of just names and emails. Your CRM records capture complete lead context for better follow-up conversations.
Alert your sales team the moment a lead arrives
Notify your team instantly whenever a high-value prospect completes a Click Funnels landing page. Speed up response times and increase conversion rates on hot inbound traffic.
🔀
Route leads based on submitted form criteria
Apply conditional rules to direct specific Click Funnels submissions to designated Act! 365 pipelines or sales reps. Ensure enterprise prospects receive immediate priority attention.
🔄
Keep contact records updated as details change
Automatically update existing Act! 365 contact records whenever a user modifies their information in Click Funnels. Maintain flawless data accuracy across your entire customer database.
🔍
Search and update instead of creating duplicates
Search for existing Act! 365 records before creating new entries from Click Funnels submissions. Prevent messy duplicate contacts and keep your CRM clean and organized.
💳
Automate actions after purchases and course completions
Trigger Act! 365 updates whenever a customer completes a course or makes a purchase in Click Funnels. Seamlessly transition buyers from marketing funnels to customer success workflows.
🔗
Extend your workflow to external marketing apps
Connect your Act! 365 and Click Funnels core flow with Mailchimp to sync email subscriber lists simultaneously. Build powerful multi-app pipelines that run entirely on autopilot.
And much more...

Who is Act! 365 + Click Funnels integration for?

Connecting Act! 365 and Click Funnels streamlines lead management, eliminates manual data entry, and keeps your sales pipeline accurate across every team member.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
High-volume founders
High-volume founders
Sales operations leads
Sales operations leads
CRM administrators
CRM administrators
📈
Performance marketers
You're running funnel campaigns but your CRM tracking records only update when someone manually exports leads, so the conversion counts you're optimizing against are always hours behind — with this integration, every new contact lands in Act! 365 instantly and your campaign data stays current.
Sales development reps
You need to follow up with inbound leads immediately, but form submissions sit in Click Funnels until someone checks the dashboard, causing hours of delay — with this integration, every new lead triggers an instant CRM record so your outreach happens while prospect interest is highest.
📊
Agency account managers
You report weekly conversion numbers to clients, but gathering data across disconnected landing pages and CRM accounts creates constant bottlenecks — with this integration, every funnel submission flows directly into your central records so your client reporting is always accurate.
🚀
High-volume founders
Your landing pages generate hundreds of daily submissions that overwhelm manual data entry routines and lead to dropped opportunities — with this integration, every contact moves from Click Funnels to Act! 365 automatically without manual intervention.
🤝
Sales operations leads
You own the pipeline handoff and depend on marketing funnel data reaching Act! 365 without missing required custom fields or contact details — with this integration, every form submission populates your CRM records completely and consistently.
🗂️
CRM administrators
You need a reliable customer history, but manual copy-pasting between funnel software and your CRM leaves gaps in contact timelines — with this integration, every transaction and submission logs automatically to build a complete audit trail.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Click Funnels

Build and manage your Act! 365 + Click Funnels 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 + Click Funnels 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 Click Funnels?
Frequently Asked Questions
Connecting Act! 365 and Click Funnels takes just one click with Integrately. You can set up ready workflows or ask Integrately AI to build custom automations connecting Act! 365, Click Funnels, Mailchimp, and 1,500+ other apps.
Can I automatically sync my Click Funnels leads to Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Click Funnels, and Mailchimp?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Click Funnels?
Frequently Asked Questions
How does Act! 365 handle new contact creations in automations?
Frequently Asked Questions
Can Click Funnels trigger updates when a contact is created?
Frequently Asked Questions
Can I automate Act! 365 and Click Funnels without coding skills?
Frequently Asked Questions
Is the Act! 365 and Click Funnels integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Click Funnels With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Click Funnels
Popular Click Funnels Integrations
Sync Click Funnels with e-commerce, forms, and reporting tools to keep data working across your stack.