Act! 365 + Infinity Integration
Integrate Act! 365 to Infinity in one click, or tell Integrately AI how you want each contact handled. Organise projects, update your boards and folders, alert your team, and track deals automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Item is created in Infinity Instant- Item is updated in Infinity Instant
- Folder is created in Infinity
- Comment is created in Infinity Instant
- Comment is updated in Infinity Instant
- Board is created in Infinity
- Member is created in Infinity
2.
- Create contact in Act! 365
- Create item in Infinity
- Update item in Infinity
- Search item in Infinity
- Create folder in Infinity
- Search folder in Infinity
- Search member in Infinity
- Search board in Infinity
- Create comment in Infinity
- Get item by ID in Infinity
Trusted by experts at...
Ready Workflows for Act! 365 + Infinity Integration
Create items from contacts, organise folders, update boards, track deals, and manage projects, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Act! 365 + Infinity flow
Connect your CRM and project tools with messaging, email, and storage apps to keep your entire team aligned. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Calendly (4)
Calendly (4) +
Stripe (4)
Stripe (4) A
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Add every new Act! 365 contact to Infinity as an item, and send a confirmation email in Gmail
New Act! 365 contacts immediately appear in Infinity as items while Gmail sends out an automated welcome email, keeping your database and communications in sync.
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When an Infinity item is created, create an Act! 365 contact and email the details using Gmail
Infinity project items automatically generate Act! 365 contacts and dispatch summary emails via Gmail, keeping your sales team fully informed.
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When an Infinity item is updated, search the item and email the update using Gmail
Track project updates in Infinity and send email notifications through Gmail automatically when changes occur.
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When a folder is created in Infinity, create a contact in Act! 365 and email the team via Gmail
New project folders in Infinity trigger Act! 365 contact creation and notify the team via Gmail instantly.
Supported triggers and actions for Act! 365 and Infinity
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
Infinity Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → What can you automate with Act! 365 + Infinity?
Streamline your sales and project workflows by connecting Act! 365 and Infinity for automated data synchronization.
🔄
Create Infinity items from new Act! 365 contacts
Automatically generate a project item in Infinity whenever a new contact is created in Act! 365, eliminating manual data entry between your sales and project management tools.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Act! 365 directly into Infinity item descriptions and custom fields so your team has complete context for every task.
🔔
Notify your team as soon as contacts arrive
Trigger instant team notifications and status updates whenever new Act! 365 contacts convert into Infinity project items.
🔀
Route records based on submitted field criteria
Send high-value contacts to priority project folders in Infinity while standard leads go to general queues automatically.
✏️
Keep project records up to date as things change
Synchronize updates made to items in Infinity back to your Act! 365 contact records in real time without lifting a finger.
🔍
Search and update instead of creating duplicates
Check for existing records in Infinity before creating new items so your database remains clean and organized.
📁
Organise projects when folders are created
Automatically manage folder hierarchies and member assignments in Infinity when new sales workflows trigger.
✉️
Extend your workflow with external apps
Connect your Act! 365 and Infinity workflow to Gmail or Slack to send automated emails and team announcements with zero friction.
And much more...
Who is Act! 365 + Infinity integration for?
Sales reps, project managers, and team leaders who need to bridge contact management in Act! 365 with project tracking in Infinity without manual entry.
Sales Directors and Managers
Project Coordinators
Client Success Leads
Operations Teams
Account Executives
Data Administrators
📈
Sales Directors and Managers
You're managing pipeline data in Act! 365 but project execution metrics only update when someone manually exports contacts, so your performance reports are always outdated — with this integration, every new contact lands in Infinity instantly and your records stay current.
⚡
Project Coordinators
You need to act fast on new client signups, and you find out too late when leads are stuck in Act! 365 without project folders — automating both apps means every contact automatically generates an Infinity item so your team starts work immediately.
🤝
Client Success Leads
You answer to stakeholders who want to see live progress on client onboarding, but tracking boards and CRM records get out of sync — connecting these apps means every update flows seamlessly and stakeholders see accurate project timelines.
📊
Operations Teams
The volume of new contacts is too high for anyone to keep up by hand, leading to missed project tasks and delayed follow-ups — automating both apps means every contact and item syncs reliably without human intervention.
🔄
Account Executives
You own the handoff stage and depend on someone upstream to manually create project items from Act! 365 leads, causing frustrating bottlenecks — this integration means every new contact triggers project creation instantly.
🗂️
Data Administrators
You need a reliable history of all customer interactions and keep finding gaps between your CRM and project management boards — with this integration, every record maps accurately across both platforms.
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 + Infinity
Build and manage your Act! 365 + Infinity automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + Infinity with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act! 365 + Infinity Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Act! 365 to Infinity?
You can connect Act! 365 to Infinity in one click using ready-made workflows or Integrately AI. It links your CRM contacts to project items alongside 1,500+ other apps.
Can I automatically create Infinity items from new Act! 365 contacts?
Can I connect Act! 365, Infinity, and Slack?
What is a good Zapier alternative for Act! 365 and Infinity?
How does Act! 365 handle contact creation triggers?
How does Infinity manage items during synchronization?
Do I need coding skills to automate Act! 365 and Infinity?
Is the Act! 365 and Infinity integration free?
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?
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