Act! 365 + Cognito Forms Integration

Connect Act! 365 to Cognito Forms - 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. With Cognito Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between Act! 365 & Cognito Forms using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Act! 365 + Cognito Forms Integration

Just click on the workflow you want to automate

Create Act! 365 contact for new Cognito Forms entry

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

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

Activate

When Entry is created in Cognito Forms > Check any condition > Create contact in Act! 365

Cognito Forms + Act! 365 Integration

Activate

1of1

Create Your Own Act! 365 & Cognito Forms 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 when a new contact is added
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Instant

Create contact in Act! 365
Adds a new contact to the database

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 & Cognito Forms 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 Cognito Forms 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

Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.

See Cognito Forms Integrations