Act! 365 + EngageBay CRM Integration

Connect Act! 365 to EngageBay CRM - Automate your workflows in 1-click

Make use of Act! 365 and EngageBay CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Act! 365 & EngageBay CRM using Integrately.
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Act! 365 + EngageBay CRM Integration

Create EngageBay CRM contact for new Act! 365 contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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EngageBay CRM + Act! 365 Integration

Create Act! 365 contact for new EngageBay CRM 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 EngageBay CRM 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 + EngageBay CRM Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation when a new contact is added

  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation when a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation when a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation when a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation when a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation when a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation when a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation when a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation when a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation when a company is updated

2.
  • Act! 365
    Create contact in Act! 365

    Adds a new contact to the database

  • EngageBay CRM
    Create a contact in EngageBay CRM

    Adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Finds information about a company

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