Act! 365 + Envoy for Visitors Integration

Integrate Act! 365 to Envoy for Visitors in one click, or tell Integrately AI how you want each contact handled. Capture visitor details, create sales contacts, notify your team, and trigger immediate follow-ups 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
  • Envoy for Visitors
    Visitor is invited in Envoy for Visitors Instant
  • Envoy for Visitors
    Visitor is signed-in in Envoy for Visitors Instant
  • Envoy for Visitors
    Visitor is signed-out in Envoy for Visitors Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Envoy for Visitors
    Create pre-registration in Envoy for Visitors

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Ready WorkflowsReady Workflows   for Act! 365 + Envoy for Visitors Integration

Create contacts from signed-in visitors, sync pre-registrations, update records, and notify your sales team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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Connect more apps to your Act! 365 + Envoy for Visitors flow

Extend your visitor and contact workflows by connecting additional productivity, CRM, and communication tools. Pick a combination and activate it in one click.

Act! 365
Envoy for Visitors
+
SalesforceSalesforce (5)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
E
A
S
Create an Act! 365 contact when a visitor signs in to Envoy for Visitors, and add the lead in Salesforce.
Every signed-in visitor creates an Act! 365 contact and a new lead record in Salesforce instantly. No manual data entry, no missed follow-ups.
A
E
S
Create a pre-registration in Envoy for Visitors when a Salesforce contact is updated, and log it in Act! 365.
Updated Salesforce contacts generate a pre-registration in Envoy for Visitors and update Act! 365 automatically. Keep visitor management and sales aligned.
E
A
S
When a visitor is signed-out in Envoy for Visitors, update the Act! 365 contact and log the activity in Salesforce.
Visitor check-outs update your Act! 365 contacts and log completion records in Salesforce. Keep your CRM history accurate without extra effort.
E
A
S
If an Envoy for Visitors guest is invited, create an Act! 365 contact and open a follow-up task in Salesforce.
Invited guests automatically generate an Act! 365 contact and a Salesforce follow-up task. Ensure every visitor receives timely attention.
E
A
S
Use Claude to summarise visitor notes from Envoy for Visitors, update Act! 365, and create a Salesforce lead.
Claude analyses visitor details from Envoy for Visitors, updates Act! 365, and logs an enriched lead in Salesforce. Automate intelligence gathering.

Supported triggers and actions for Act! 365 and Envoy for Visitors

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
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Envoy for Visitors
Envoy for Visitors Triggers & Actions
Instant
Visitor is invited in Envoy for Visitors
Triggers the automation when a visitor is invited
Try it →
Instant
Visitor is signed-in in Envoy for Visitors
Triggers the automation when a visitor signs-in
Try it →
Instant
Visitor is signed-out in Envoy for Visitors
Triggers the automation when a visitor is signed-out
Try it →
Create pre-registration in Envoy for Visitors
Creates a new pre-registration
Try it →

What can you automate with Act! 365 + Envoy for Visitors?

Streamline your visitor management and CRM operations with ready-made automation workflows.

What you can automate?
🔄
Sync signed-in visitors directly into Act! 365 contacts
Every visitor sign-in in Envoy for Visitors automatically generates a new contact in Act! 365. Eliminate manual typing and keep your sales database fully updated in real time.
📝
Capture every submitted visitor field and NDA detail
Map all custom sign-in form answers and host selections from Envoy for Visitors into separate Act! 365 contact fields instead of just basic names.
🔔
Alert hosts instantly when guests arrive
Notify staff the exact second a visitor signs in, combining Envoy for Visitors check-ins with instant messaging notifications for prompt receptions.
🔀
Route visitor records based on submitted form criteria
Act on specific visitor responses by routing VIP guests to senior sales reps in Act! 365 while standard visitors follow regular check-in paths.
⏱️
Keep contact records updated as visits change
Automatically update Act! 365 contact statuses and visit notes whenever pre-registrations or sign-out timestamps change in Envoy for Visitors.
🔍
Prevent duplicate contacts with smart matching
Search existing Act! 365 records before creating new profiles, ensuring repeat visitors update existing contact histories rather than generating duplicates.
📋
Handle visit check-outs and completion statuses
Track when guests leave by triggering Act! 365 updates whenever a visitor signs out of Envoy for Visitors at the end of their meeting.
🔌
Extend visitor data into Slack or Salesforce
Send signed-in visitor details from Act! 365 and Envoy for Visitors straight into Slack channels or Salesforce records for cross-team visibility.
And much more...

Who is Act! 365 + Envoy for Visitors integration for?

Teams managing office check-ins and customer databases rely on connected workflows to eliminate manual data entry and keep records accurate.

Operations directors
Operations directors
Reception teams
Reception teams
Account managers
Account managers
Office managers
Office managers
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📈
Operations directors
You're overseeing visitor traffic and facility metrics but your contact logs only update when someone manually exports guest sheets, so the visitor counts you're reporting on are always a few hours behind — with this integration, every signed-in visitor lands in your CRM instantly and your data stays current.
Reception teams
You need to notify hosts the moment guests arrive, but manual messaging causes delays and missed greetings — automating both apps means every signed-in visitor instantly updates your Act! 365 contacts and alerts staff right away.
📋
Account managers
You answer to clients who expect prompt follow-ups after office visits, but tracking guest arrivals by hand leaves gaps in your communication timeline — this integration means every visitor check-out updates your Act! 365 contact records without delay.
🏢
Office managers
The daily volume of guest sign-ins is too high for anyone to keep up by hand in paper logbooks — connecting these apps means every visitor arrival is logged as an Act! 365 contact automatically.
🤝
Sales representatives
You own the next client touchpoint and depend on front desk staff to hand over guest details before meetings begin — integrating these apps means every visitor sign-in immediately populates your Act! 365 contact pipeline.
📁
Compliance officers
You need a reliable audit history of office visitors but keep finding missing entries in manual sign-in logs — automating both apps means every guest interaction is securely recorded in Act! 365 with zero gaps.
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 + Envoy for Visitors

Build and manage your Act! 365 + Envoy for Visitors 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 + Envoy for Visitors 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 Envoy for Visitors?
Frequently Asked Questions
You can connect Act! 365 to Envoy for Visitors in one click using ready-made templates on Integrately. Link your accounts, select your trigger events, and let Integrately AI handle the setup.
Can I automatically create Act! 365 contacts from signed-in Envoy for Visitors guests?
Frequently Asked Questions
Can I connect Act! 365, Envoy for Visitors, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Envoy for Visitors?
Frequently Asked Questions
How does Act! 365 handle contact creation during visitor check-ins?
Frequently Asked Questions
Can Envoy for Visitors pre-register guests from Act! 365 contacts?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Envoy for Visitors?
Frequently Asked Questions
Is the Act! 365 and Envoy for Visitors integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Envoy for Visitors With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
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Envoy for Visitors
Popular Envoy for Visitors Integrations
Sync Envoy for Visitors with notification platforms, calendar tools, and storage databases to streamline office check-ins.