Act! 365 + EspoCRM Integration

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

Make use of Act! 365 and EspoCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Act! 365 + EspoCRM integration.
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Ready Workflows For Act! 365 + EspoCRM Integration

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EspoCRM + Act! 365 Integration

Create Act! 365 contact for new EspoCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this EspoCRM - Act! 365 integration, anytime a new EspoCRM contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Act! 365 + EspoCRM Integration

Create EspoCRM contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - EspoCRM integration, anytime a new Act! 365 contact is created, an EspoCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
Act! 365 + EspoCRM Integration

Create EspoCRM task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in EspoCRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Act! 365 + EspoCRM Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation when a new contact is added

  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation when a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

    Triggers the automation when a contact is removed from the particular list

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation when a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation when a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation when any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation when a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation when a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation when a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation when a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation when an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation when an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation when any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation when any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation when any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation when the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation when a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation when the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation when a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation when a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation when a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation when a call is deleted from the log

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

    Adds a new contact to the database

  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Creates a new task

  • EspoCRM
    Create account in EspoCRM

    Generates a new account

  • EspoCRM
    Create case in EspoCRM

    Generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Searches for account information

  • EspoCRM
    Update account in EspoCRM

    Updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Updates case details

  • EspoCRM
    Delete account in EspoCRM

    Removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Searches for a call

  • EspoCRM
    Update call in EspoCRM

    Updates call information

  • EspoCRM
    Delete call in EspoCRM

    Deletes a call entry from the database

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Act! 365 & EspoCRM In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or EspoCRM With 1200+ Other Apps

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Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations
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EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

See EspoCRM Integrations

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