Act! 365 + Crisp Integration

Connect Act! 365 to Crisp in 1 click

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Popular Act! 365 + Crisp Workflows

Create Act! 365 contact for new Crisp contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - Act! 365 integration, anytime a new Crisp contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Crisp contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Crisp integration, anytime a new Act! 365 contact is created, an Crisp contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When New contact is created in Act! 365 > Check condition > Create contact in Crisp

Act! 365 + Crisp Integration

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When Contact is created in Crisp > Check condition > Create contact in Act! 365

Crisp + Act! 365 Integration

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Create Automation

New contact is created in Act! 365
Contact is created in Crisp Instant
Contact is updated in Crisp Instant
Message is received in Crisp Instant
Conversation session is updated in Crisp Instant
Conversation custom data is updated in Crisp Instant
Conversation status is changed in Crisp Instant
Message is sent in Crisp Instant
Conversation is created in Crisp Instant

Create contact in Act! 365
Create contact in Crisp
Search contact in Crisp
Update contact in Crisp
Add a user event in Crisp
Search conversation in Crisp
Set contact custom data in Crisp

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Integrate Act! 365 & Crisp In 1 Click
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You Can Also Integrate Act! 365 & Crisp With 1100+ 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.

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Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp Integrations