Act! 365 + Elite Funnels Integration

Connect Act! 365 to Elite Funnels in 1 click

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Popular Act! 365 + Elite Funnels Workflows

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Elite Funnels + Act! 365 Integration

Create Act! 365 contact for new Elite Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Act! 365 contact and Elite Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Elite Funnels + Act! 365 Integration

Create Act! 365 contact from new Elite Funnels order

As an online store owner, you're likely using Elite Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Elite Funnels with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Elite Funnels + Act! 365 Integration

Create Act! 365 contact for new Elite Funnels form submission

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

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

Create Elite Funnels contact for new Act! 365 contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Act! 365 + Elite Funnels Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Elite Funnels
    Form response is created in Elite Funnels Instant
  • Elite Funnels
    Contact is created or updated in Elite Funnels Instant
  • Elite Funnels
    Order is created in Elite Funnels Instant
  • Elite Funnels
    Order is updated in Elite Funnels Instant
  • Elite Funnels
    Booking is created in Elite Funnels Instant
  • Elite Funnels
    Product is created in Elite Funnels Instant
  • Elite Funnels
    Product is updated in Elite Funnels Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Elite Funnels
    Create contact in Elite Funnels
  • Elite Funnels
    Search contact in Elite Funnels
  • Elite Funnels
    Update contact in Elite Funnels
  • Elite Funnels
    Delete contact in Elite Funnels
  • Elite Funnels
    Create member in Elite Funnels
  • Elite Funnels
    Update member in Elite Funnels
  • Elite Funnels
    Delete member in Elite Funnels
  • Elite Funnels
    Create member group in Elite Funnels
  • Elite Funnels
    Update member group in Elite Funnels
  • Elite Funnels
    Delete member group in Elite Funnels
  • Elite Funnels
    Search product in Elite Funnels
  • Elite Funnels
    Create product in Elite Funnels
  • Elite Funnels
    Update product in Elite Funnels
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