Act! 365 + Engage AI Integration

Connect Act! 365 to Engage AI in 1 click

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Engage AI + Act! 365 Integration

Create Act! 365 contact for new Engage AI 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 {{action.Marketing}} contact and Engage AI 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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Act! 365 + Engage AI Integration

Create Engage AI contact for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Engage AI 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 Engage AI.

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 + Engage AI Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Engage AI
    Lead is added in Engage AI
2.
  • Act! 365
    Create contact in Act! 365
  • Engage AI
    Add lead to monitor in Engage AI
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