Act! 365 + Macanta Integration

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

Make use of Act! 365 and Macanta 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 + Macanta integration.
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Act! 365 + Macanta Integration

Create Macanta 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 - Macanta integration, anytime a new Act! 365 contact is created, an Macanta 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 + Macanta Integration

Create Macanta task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in Macanta 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 + Macanta Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation whenever a new contact is added

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

    Automatically adds a new contact to the database

  • Macanta
    Create Task in Macanta

    Automatically creates a new task

  • Macanta
    Create a Data Object in Macanta

    Automatically creates a new data object

  • Macanta
    Get Contact Details in Macanta

    Automatically retrieves contact details from the addressbook

  • Macanta
    Edit a Data Object in Macanta

    Automatically edits an existing data object

  • Macanta
    Get Data Object via Item ID in Macanta

    Automatically retrieves a data object based on its unique item ID

  • Macanta
    Get Data Object by Field Value ID in Macanta

    Automatically retrieves a data object based on its field value ID

  • Macanta
    Create or Update Contact in Macanta

    Automatically adds or update contact information

  • Macanta
    Create DO Note in Macanta

    Automatically creates a new data object note

  • Macanta
    Create Note in Macanta

    Automatically creates a new note in the particular format

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750 Tasks
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Integrate Act! 365 & Macanta In 1 Click
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