Act! 365 + Convertri Integration

Integrate Act! 365 to Convertri in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update your CRM, alert your sales team, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
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2.
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act! 365 + Convertri Integration

Capture leads, record submissions, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Convertri + Act! 365 Integration

Create Act! 365 contact for new Convertri response

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

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

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Convertri flow

Sync your funnel submissions with email lists, schedules, sheets, and stores once the core pair finishes. Pick a combination and activate it in one click.

Act! 365
Convertri
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WordPressWordPress (4)
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ShopifyShopify (3)
+
StripeStripe (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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Google SheetsGoogle Sheets (3)
C
W
A
Create a WordPress user from every Convertri form submission, and create a contact in Act! 365
Convertri form submissions instantly create a WordPress user and an Act! 365 contact, removing manual data entry across your platforms.
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When a purchase is added in Convertri, create a WordPress post and create a contact in Act! 365
Convertri purchases automatically generate a WordPress post and an Act! 365 contact so your team stays informed.
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W
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If a Convertri form submission selects premium tier, create a WordPress page and create a contact in Act! 365
Premium Convertri form submissions automatically set up a WordPress page and create a contact in Act! 365.
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Use Claude to summarise every Convertri form submission, save the summary in WordPress, and create an Act! 365 contact
Claude generates a quick summary of every Convertri submission before adding it to WordPress and Act! 365.

Supported triggers and actions for Act! 365 and Convertri

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
Try it →
Convertri
Convertri Triggers & Actions
Instant
Purchase is added in Convertri
Triggers the automation when a new purchase is created
Try it →
Instant
Form is submitted in Convertri
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Act! 365 + Convertri?

Streamline your sales funnels by connecting every form submission and purchase directly to your CRM.

What you can automate?
🔄
Create CRM contacts from funnel submissions
Automatically create an Act! 365 contact the moment a form is submitted or a purchase is added in Convertri.
📝
Capture every submitted custom field
Map all custom answers from your Convertri form submissions directly into corresponding Act! 365 contact fields.
🔔
Alert your sales team instantly
Notify your team the second a high-value purchase or form submission arrives in your Convertri funnel.
🔀
Route leads based on submitted criteria
Apply conditional rules to direct specific Convertri form submissions to different Act! 365 pipelines.
📈
Keep records updated as deals progress
Synchronize ongoing updates between your Convertri funnel data and your Act! 365 contact records.
🔍
Add or update without creating duplicates
Check existing Act! 365 records before creating new entries to keep your customer database clean.
💳
Handle later purchase status changes
Trigger Act! 365 workflows whenever a Convertri purchase is completed, refunded, or modified.
📊
Extend your flow to Google Sheets
Send every Convertri form submission to Google Sheets and Act! 365 simultaneously for easy team review.
And much more...

Who is Act! 365 + Convertri integration for?

Connecting Act! 365 and Convertri streamlines lead management and sales tracking for teams that depend on accurate funnel data.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency owners
Agency owners
E-commerce operators
E-commerce operators
Operations leads
Operations leads
Data auditors
Data auditors
📈
Performance marketers
You're tracking campaign submissions in Act! 365, but your reporting dashboard only updates when someone manually exports funnel data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your pipeline metrics stay current.
⚡
Sales managers
You rely on rapid follow-up for every inbound lead in Act! 365, but leads sit unassigned while reps wait for notifications from Convertri, leading to missed opportunities — with this integration, every new submission creates a contact immediately and your team engages prospects without delay.
🤝
Agency owners
You manage client funnels in Convertri and report on deal progress in Act! 365, but manual data transfers take hours away from client strategy — with this integration, every form submission syncs automatically and your status reports reflect real-time activity.
🛒
E-commerce operators
You process high volumes of store checkouts in Convertri, but manual contact creation in Act! 365 cannot keep pace during peak sales periods, causing customer data gaps — with this integration, every purchase creates a contact automatically and your records scale effortlessly.
📋
Operations leads
You depend on accurate handoffs between Convertri checkout funnels and Act! 365 deal tracking, but manual entry errors constantly break your workflow — with this integration, every order transfers seamlessly and your downstream pipeline remains reliable.
📊
Data auditors
You need a complete history of all form submissions and purchases in Act! 365, but missing entries from Convertri create persistent audit discrepancies — with this integration, every transaction logs perfectly and your database stays complete.
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Why choose Integrately to automate Act! 365 + Convertri

Build and manage your Act! 365 + Convertri 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 + Convertri 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
Select Automation
Select a trigger from Google Sheets
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 Convertri?
Frequently Asked Questions
You can connect Act! 365 to Convertri in one click using ready-made templates on Integrately. Link your accounts, select a trigger like form submissions, and let Integrately AI handle the setup.
Can I automatically create Act! 365 contacts from Convertri form submissions?
Frequently Asked Questions
Can I connect Act! 365, Convertri, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Convertri?
Frequently Asked Questions
How does Act! 365 handle contact creation from funnel forms?
Frequently Asked Questions
How does Convertri trigger automation workflows?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Convertri?
Frequently Asked Questions
Is the Act! 365 and Convertri integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Convertri With 1500+ Other Apps

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Convertri
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