Act! 365 + Jotform Integration

Integrate Act! 365 to Jotform in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts in your CRM, alert your team, and send follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Jotform
    Form is submitted in Jotform
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2.
  • Act! 365
    Create contact in Act! 365
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready Workflows Ready Workflows for Act! 365 + Jotform Integration

Capture form submissions, create CRM contacts, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Jotform + Act! 365 Integration

Create Act! 365 contact for new Jotform form submission

When someone completes your Jotform, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Jotform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Jotform - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Jotform flow

Sync form responses and CRM contacts with email marketing, spreadsheets, messaging channels, and payment tools. Pick a combination and activate it in one click.

Act! 365
Jotform
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MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
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GmailGmail (4)
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SlackSlack (4)
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StripeStripe (4)
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TrelloTrello (4)
J
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Add every Jotform form submission as an Act! 365 contact, and subscribe the user in Mailchimp
Jotform submissions instantly become Act! 365 contacts and Mailchimp subscribers without any manual data entry.
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When a new Act! 365 contact is created, retrieve the Jotform submission and update Mailchimp
New Act! 365 contacts pull form submission data and update Mailchimp lists automatically.
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If a Jotform submission includes marketing consent, create an Act! 365 contact and add a Mailchimp subscriber
Consenting Jotform respondents are added to Act! 365 and Mailchimp instantly.
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Use Claude to evaluate Jotform submissions, create Act! 365 contacts, and segment Mailchimp audiences
Claude categorises form submissions before creating Act! 365 contacts and updating Mailchimp segments.

Supported triggers and actions for Act! 365 and Jotform

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
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Create contact in Act! 365
Adds a new contact to the database
Try it →
Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
Try it →
Create form submission in Jotform
Try it →

What can you automate with Act! 365 + Jotform?

Streamline your workflow by connecting form submissions directly to your CRM and business tools.

What you can automate?
🎯
Turn every form submission into a CRM contact
Capture every inbound lead from Jotform and create a new contact record in Act! 365 automatically the moment the form is submitted.
📝
Capture every submitted form field
Map custom form answers and responses into Act! 365 instead of only basic names and email addresses, ensuring complete customer context.
🔔
Alert your team instantly on new submissions
Send real-time notifications to team members or channels the second a prospect completes a Jotform questionnaire.
🔀
Route submissions based on form answers
Trigger different follow-up actions in Act! 365 depending on specific choices or service tiers selected in the Jotform response.
🔄
Keep CRM records up to date as forms change
Retrieve existing submission details by ID and keep Act! 365 contact profiles synchronized with ongoing customer interactions.
🛡️
Prevent duplicate records during lead intake
Ensure incoming form submissions match existing contact data smoothly without creating redundant entries in Act! 365.
💳
Handle paid form responses and orders
Process subscription signups or payment forms in Jotform and tie them directly to customer profiles in Act! 365.
🔗
Extend your workflow to external apps
Connect your Act! 365 and Jotform flow with Slack, Google Sheets, Gmail, or Stripe to power multi-step business processes.
And much more...

Who is Act! 365 + Jotform integration for?

Connecting Act! 365 and Jotform helps sales teams, marketers, and business owners automate lead capture, eliminate manual data entry, and keep pipelines updated without delays.

Operations managers
Operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing coordinators
Marketing coordinators
Customer success leads
Customer success leads
CRM administrators
CRM administrators
📈
Operations managers
You're reviewing lead generation metrics across various campaign forms, but your CRM reporting only updates when someone manually exports form data, so the pipeline counts you're forecasting against are always a few hours behind — automating both apps means every new submission lands in Act! 365 instantly and your dashboard data stays current.
⚡
Sales representatives
You need to act fast when prospective buyers submit inquiry forms, but manual notification delays mean leads go cold before anyone reaches out — connecting these apps means every new Jotform submission creates an Act! 365 contact instantly so you can follow up first.
📊
Account managers
You answer to clients who want immediate status updates on onboarding progress, but finding scattered form responses wastes hours of preparation — this integration means every client submission is logged right inside Act! 365 where everyone can see it.
🚀
Marketing coordinators
The volume of inbound survey and registration forms is too high for your team to keep up with by hand, leading to missed leads and dropped follow-ups — automating both apps means every submission creates a contact automatically without manual data entry.
🤝
Customer success leads
You own the client onboarding step and depend on prospects filling out intake forms upstream, but handoffs break down when information stays trapped in form builders — connecting these apps means every submission populates your CRM records without missing a field.
🗂️
CRM administrators
You need a reliable contact history in Act! 365, but manual data entry keeps introducing typos and missing form fields that disrupt downstream reporting — automating both apps means clean form submission data creates accurate contacts every single time.
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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 + Jotform

Build and manage your Act! 365 + Jotform 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 + Jotform 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Jotform?
Frequently Asked Questions
You can connect Act! 365 to Jotform in 1-click using ready workflows on Integrately. Link your accounts, select a pre-built template, or ask Integrately AI to build the automation for you. Integrate alongside Slack, Google Sheets, and Gmail effortlessly.
Can I automatically create Act! 365 contacts from Jotform form submissions?
Frequently Asked Questions
Can I connect Act! 365, Jotform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Jotform?
Frequently Asked Questions
How does Act! 365 handle new contacts created from form submissions?
Frequently Asked Questions
How do Jotform submissions trigger automation workflows?
Frequently Asked Questions
Can I set up this automation without any coding skills?
Frequently Asked Questions
Is the Act! 365 and Jotform 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 Jotform With 1500+ Other Apps

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