Act! 365 + Customer.io Integration

Connect Act! 365 to Customer.io - 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. Set up Customer.io automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Act! 365 & Customer.io using Integrately.

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

Ready Workflows For Act! 365 + Customer.io Integration

Just click on the workflow you want to automate

Create Customer.io person for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Customer.io 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 person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When New contact is created in Act! 365 > Check condition > Create or Update Person in Customer.io

Act! 365 + Customer.io Integration

Activate

1of1

Create Your Own Act! 365 & Customer.io 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 whenever a new contact is added

Create contact in Act! 365
Automatically adds a new contact to the database
Add person to segment in Customer.io
Create or Update Person in Customer.io
Automatically generates a new invoice
Create event in Customer.io
Automatically adds a new contact to the contact list
Create anonymous event in Customer.io
Automatically creates a confidential gathering without disclosing organizer's identity

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 & Customer.io In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Customer.io 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

Customer.io is a platform that helps you communicate with your customers in real-time - across multiple channels (website, mobile app and email) by analyzing user activity and behavior data.

See Customer.io Integrations