Act! 365 + Kylas CRM Integration

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

Make use of Act! 365 and Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Act! 365 & Kylas CRM using Integrately.
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Kylas CRM + Act! 365 Integration

Create Act! 365 contact for new Kylas CRM 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 Kylas CRM - Act! 365 integration, anytime a new Kylas CRM 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 + Kylas CRM Integration

Create Kylas CRM 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 - Kylas CRM integration, anytime a new Act! 365 contact is created, an Kylas CRM 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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Create Your Own Act! 365 & Kylas CRM Integration Without Any Code

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Act! 365 + Kylas CRM Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation whenever a new contact is added

  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation whenever a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation whenever the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation whenever a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation whenever a deal is created

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

    Automatically adds a new contact to the database

  • Kylas CRM
    Create contact in Kylas CRM

    Automatically adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Automatically generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Automatically generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Automatically generates a new company profile with given details

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Integrate Act! 365 & Kylas CRM In 1 Click
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