Act! 365 + CLOSEM Integration

Connect Act! 365 to CLOSEM in 1 click

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Act! 365 + CLOSEM  Integration

Create CLOSEM contact for new Act! 365 contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Act! 365 + CLOSEM  Integration
1.
  • Act! 365
    New contact is created in Act! 365
2.
  • Act! 365
    Create contact in Act! 365
  • CLOSEM
    Create contact in CLOSEM
  • CLOSEM
    Schedule appointment in CLOSEM
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