Act! 365 + Drift Integration

Integrate Act! 365 to Drift in one click, or tell Integrately AI how you want each contact handled. Trigger conversations, enrich leads, update profiles, alert your team, and drive sales automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift

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Ready Workflows Ready Workflows for Act! 365 + Drift Integration

Capture leads, initiate conversations, keep records updated, alert your team, and drive sales, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Act! 365 + Drift flow

Connect Act! 365 and Drift with your favourite tools to sync data, notify teams, and streamline follow-ups. Pick a combination and activate it in one click.

Act! 365
Drift
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SalesforceSalesforce (8)
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MailchimpMailchimp (8)
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HubspotHubspot (8)
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CalendlyCalendly (8)
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GmailGmail (8)
+
SlackSlack (8)
A
S
D
Create a Salesforce lead when a new contact is created in Act! 365, and create a contact in Drift.
New Act! 365 contacts immediately appear in Salesforce and create a contact in Drift, eliminating manual data entry.
A
S
D
Create a Salesforce task when a new contact is created in Act! 365 and a conversation starts in Drift.
Salesforce tasks are created automatically for every Act! 365 contact and Drift conversation, keeping your sales reps organised.
S
A
D
When a Salesforce lead converts, update the contact in Act! 365 and create a timeline event in Drift.
Converted Salesforce leads automatically update Act! 365 records and log timeline events in Drift.
D
S
A
Create a Salesforce opportunity for every Act! 365 contact when a Drift conversation reaches a goal.
High-intent Drift goals automatically generate Salesforce opportunities and update Act! 365 contacts.
A
S
D
If a new Act! 365 contact is enterprise tier, create a priority lead in Salesforce and trigger a Drift conversation.
Enterprise contacts in Act! 365 receive priority Salesforce routing and immediate Drift engagement.
S
A
D
When a Salesforce deal closes, update the Act! 365 contact and log a timeline event in Drift.
Closed Salesforce deals automatically update contact statuses in Act! 365 and record timeline events in Drift.
A
S
D
Use ChatGPT to summarise Act! 365 contact details, create a Salesforce lead, and update the contact in Drift.
ChatGPT summarises new Act! 365 contacts before creating a Salesforce lead and updating Drift records.
A
S
H
D
Turn every Act! 365 contact into a Salesforce lead, create a HubSpot deal, and start a Drift conversation.
Act! 365 contacts trigger a 4-app pipeline connecting Salesforce, HubSpot, and Drift automatically.

Supported triggers and actions for Act! 365 and Drift

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
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Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
Try it →

What can you automate with Act! 365 + Drift?

Streamline your sales pipeline and customer communications by connecting Act! 365 and Drift workflows.

What you can automate?
🔄
Sync new contacts and start conversations
Create a Drift conversation automatically whenever a new contact is created in Act! 365. Eliminate manual data entry and connect with prospects instantly.
📝
Capture every submitted contact detail
Map all available contact fields and timeline events between Act! 365 and Drift instead of just names and emails. Keep your customer records fully populated.
🔔
Alert your team the moment a lead arrives
Send instant notifications whenever a new conversation or contact is created. Ensure your sales reps never miss a high-intent prospect.
🔀
Route chats based on contact properties
Trigger different Drift actions depending on the contact details submitted in Act! 365. Direct enterprise leads to senior reps automatically.
🔄
Keep contact records continuously updated
Update contact details in Act! 365 whenever conversation milestones are reached in Drift. Maintain accurate profiles across your entire software stack.
Update existing records instead of duplicates
Search for contacts by email before creating new entries. Prevent cluttered databases and keep interaction histories neatly consolidated.
⏱️
Handle conversation goals and milestones
Create timeline events in Drift or update deal stages in Act! 365 when user goals are achieved. Track prospect progress effortlessly.
🔌
Extend your workflow to Slack
Send Act! 365 contact details and Drift conversation alerts straight to your team's Slack channel. Keep everyone aligned on new opportunities.
And much more...

Who is Act! 365 + Drift integration for?

Sales teams and marketers managing customer relationships and real-time conversations need automated data syncing to ensure no prospect falls through the cracks.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Customer success leads
Customer success leads
Sales development reps
Sales development reps
Operations managers
Operations managers
📈
Performance marketers
You're tracking deals and managing contacts in Act! 365, but your chat interactions in Drift live separately so your conversion numbers are always fragmented — this integration means every new contact and conversation syncs instantly and your pipeline reports stay accurate.
Sales reps
You're waiting for chat notifications from Drift to reach Act! 365 manually, but leads go cold while you switch between tabs — with this integration, every chat starts an immediate record update and your response times drop.
📋
Account managers
You're logging client details in Act! 365 after live web chats, but missing conversation history leaves clients repeating themselves — automating both apps means every interaction log is captured and client reviews run smoothly.
📊
Customer success leads
You're handling high volumes of Drift conversations alongside Act! 365 contacts, but manual entry creates massive backlogs — this integration means every lead and message syncs automatically without manual effort.
🤝
Sales development reps
You're relying on manual handoffs between Act! 365 and Drift, but prospects slip away before you can follow up — connecting these apps means every new contact triggers instant outreach and deal progression.
🗂️
Operations managers
You're maintaining customer histories across Act! 365 and Drift, but fragmented records leave gaps in your audit trails — automating both apps means every deal and conversation logs seamlessly into a unified database.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Drift

Build and manage your Act! 365 + Drift 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 + Drift 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 Drift?
Frequently Asked Questions
You can connect Act! 365 to Drift using 1-click automations on Integrately, alongside tools like Salesforce, Mailchimp, and Slack. Simply pick a ready template or ask Integrately AI to build your custom workflow.
Can I automatically sync new Act! 365 contacts to Drift conversations?
Frequently Asked Questions
Can I connect Act! 365, Drift, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Drift?
Frequently Asked Questions
How does Act! 365 handle contact creation for integrations?
Frequently Asked Questions
What Drift conversation triggers can I use in my automations?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Drift?
Frequently Asked Questions
Is the Act! 365 and Drift integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Drift With 1500+ Other Apps

Act! 365
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