Integrate Act! 365 to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync new leads, create matching contacts, update records, and schedule follow-up meetings automatically.
Anytime a new contact is added to your Act! 365, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Act! 365 - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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 - Microsoft Office 365 integration, anytime a new Act! 365 contact is created, an Microsoft Office 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.
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 Microsoft Office 365 - Act! 365 integration, anytime a new Microsoft Office 365 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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act! 365 + Microsoft Office 365 flow
Extend your contact syncing with email campaigns, team notifications, and calendar scheduling. Pick a combination and activate it in one click.
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Mailchimp (8)
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Google Calendar (8)
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Slack (8)
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Trello (8)
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Zoom (8)
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Calendly (8)
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Add every new Act! 365 contact to Microsoft Office 365, and subscribe them in Mailchimp.
New Act! 365 contacts appear in Microsoft Office 365 and Mailchimp instantly, removing manual data entry.
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When an email is received in Microsoft Office 365, create a contact in Act! 365, and add a subscriber in Mailchimp.
Incoming Microsoft Office 365 emails automatically generate Act! 365 contacts and Mailchimp subscribers.
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When a Microsoft Office 365 contact is updated, update the matching Act! 365 contact and tag them in Mailchimp.
Contact updates in Microsoft Office 365 instantly sync to Act! 365 and tag subscribers in Mailchimp.
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Create a Mailchimp campaign for every new Act! 365 contact, and draft an introductory email in Microsoft Office 365.
New Act! 365 contacts trigger Mailchimp campaigns and generate Microsoft Office 365 draft emails.
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If a new Act! 365 contact has a specific tag, create a Microsoft Office 365 contact and add them to a segmented Mailchimp list.
Tagged Act! 365 contacts create Microsoft Office 365 contacts and join segmented Mailchimp lists.
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When a Microsoft Office 365 calendar event ends, update the Act! 365 contact and send a follow-up campaign in Mailchimp.
Completed Microsoft Office 365 calendar events update Act! 365 contacts and trigger Mailchimp campaigns.
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Use Claude to summarise new Act! 365 contact details, create a Microsoft Office 365 contact, and add a subscriber note in Mailchimp.
Claude summarises new Act! 365 contacts before creating Microsoft Office 365 contacts and Mailchimp notes.
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Turn every new Microsoft Office 365 contact into an Act! 365 contact, create a welcome email draft in Microsoft Office 365, and add them to Mailchimp.
Microsoft Office 365 contacts become Act! 365 contacts, email drafts, and Mailchimp subscribers automatically.
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Create a Google Calendar event for every new Act! 365 contact, and send a confirmation email in Microsoft Office 365.
New Act! 365 contacts automatically schedule Google Calendar meetings and send Microsoft Office 365 confirmations.
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When a Microsoft Office 365 email is received, create a contact in Act! 365, and add an event attendee in Google Calendar.
Microsoft Office 365 emails create Act! 365 contacts and add meeting attendees in Google Calendar.
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When an Act! 365 contact is created, update the matching Microsoft Office 365 contact and schedule a briefing in Google Calendar.
New Act! 365 contacts update Microsoft Office 365 records and book Google Calendar briefings.
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Create a Google Calendar follow-up meeting for every updated Microsoft Office 365 contact, and log it in Act! 365.
Updated Microsoft Office 365 contacts schedule Google Calendar follow-ups and log in Act! 365.
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If a Microsoft Office 365 email is received from a VIP client, create a contact in Act! 365 and schedule an urgent call in Google Calendar.
VIP Microsoft Office 365 emails create Act! 365 contacts and urgent Google Calendar meetings.
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When a Google Calendar event ends, update the Microsoft Office 365 contact and log the notes in Act! 365.
Completed Google Calendar meetings update Microsoft Office 365 contacts and log notes in Act! 365.
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Use ChatGPT to extract meeting details from a Microsoft Office 365 email, create a Google Calendar event, and create a contact in Act! 365.
ChatGPT extracts Microsoft Office 365 email details to schedule Google Calendar events and Act! 365 contacts.
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Turn every new Act! 365 contact into a Microsoft Office 365 contact, schedule an onboarding call in Google Calendar, and send meeting details via Microsoft Office 365.
New Act! 365 contacts create Microsoft Office 365 records, Google Calendar calls, and email confirmations.
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Add every new Act! 365 contact to Microsoft Office 365, and notify your sales team in Slack.
New Act! 365 contacts create Microsoft Office 365 contacts and alert your sales team in Slack instantly.
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When a Microsoft Office 365 email is received, create a contact in Act! 365, and post an alert in Slack.
Incoming Microsoft Office 365 emails generate Act! 365 contacts and Slack notifications.
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When a Microsoft Office 365 calendar event starts, update the Act! 365 contact and post a reminder in Slack.
Starting Microsoft Office 365 calendar events update Act! 365 contacts and notify Slack channels.
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Create a Microsoft Office 365 task for every Act! 365 contact, and announce the new lead in Slack.
New Act! 365 contacts generate Microsoft Office 365 tasks and Slack announcements.
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If an Act! 365 contact is enterprise tier, create a Microsoft Office 365 contact and alert the executive channel in Slack.
Enterprise Act! 365 contacts create Microsoft Office 365 records and alert executive Slack channels.
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When a Microsoft Office 365 contact is updated, update the Act! 365 record and post the update in Slack.
Updated Microsoft Office 365 contacts update Act! 365 records and notify Slack channels.
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Use Gemini to analyse new Act! 365 contact enquiries, create a Microsoft Office 365 contact, and post the summary in Slack.
Gemini analyses new Act! 365 contacts before creating Microsoft Office 365 records and Slack updates.
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Turn every new Microsoft Office 365 contact into an Act! 365 contact, create a follow-up draft in Microsoft Office 365, and notify the team in Slack.
Microsoft Office 365 contacts become Act! 365 records, email drafts, and Slack team alerts.
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Create a Trello card for every new Act! 365 contact, and create a matching contact in Microsoft Office 365.
New Act! 365 contacts generate Trello task cards and Microsoft Office 365 contact records.
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When a Microsoft Office 365 email is received, create a contact in Act! 365, and add a card in Trello.
Microsoft Office 365 emails create Act! 365 contacts and new Trello task cards.
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When a Trello card moves to done, update the Act! 365 contact and send a completion email in Microsoft Office 365.
Completed Trello cards update Act! 365 contacts and send Microsoft Office 365 completion notices.
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Create a Microsoft Office 365 event for every Trello card created from an Act! 365 contact.
Trello cards generated from Act! 365 contacts schedule Microsoft Office 365 calendar events.
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If an Act! 365 contact requests priority support, create a Trello card and create a Microsoft Office 365 contact.
Priority Act! 365 contacts generate Trello support cards and Microsoft Office 365 records.
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When a Trello card is archived, update the Microsoft Office 365 contact and log the change in Act! 365.
Archived Trello cards update Microsoft Office 365 contacts and log changes in Act! 365.
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Use Perplexity to research new Act! 365 contacts, create a Trello research card, and create a contact in Microsoft Office 365.
Perplexity researches new Act! 365 contacts before creating Trello cards and Microsoft Office 365 records.
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Turn every new Microsoft Office 365 contact into an Act! 365 contact, create a tracking card in Trello, and send a welcome email via Microsoft Office 365.
Microsoft Office 365 contacts create Act! 365 records, Trello tracking cards, and welcome emails.
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Schedule a Zoom meeting for every new Act! 365 contact, and create a matching contact in Microsoft Office 365.
New Act! 365 contacts automatically schedule Zoom meetings and Microsoft Office 365 contacts.
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When a Microsoft Office 365 email is received, create a contact in Act! 365, and create a Zoom webinar registration.
Microsoft Office 365 emails create Act! 365 contacts and register attendees for Zoom webinars.
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When a Zoom meeting ends, update the Act! 365 contact and send a recap email in Microsoft Office 365.
Completed Zoom meetings update Act! 365 contacts and send Microsoft Office 365 recap emails.
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Create a Microsoft Office 365 calendar event for every Zoom meeting created from an Act! 365 contact.
Zoom meetings scheduled from Act! 365 contacts create Microsoft Office 365 calendar events.
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If a Microsoft Office 365 calendar event is about to start, create a Zoom meeting and update the Act! 365 contact.
Upcoming Microsoft Office 365 calendar events create Zoom meetings and update Act! 365 contacts.
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When a Zoom webinar concludes, update the Microsoft Office 365 contact and log attendance in Act! 365.
Concluding Zoom webinars update Microsoft Office 365 contacts and log attendance in Act! 365.
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Use Claude to generate Zoom meeting agendas from Microsoft Office 365 emails, schedule the Zoom meeting, and update the Act! 365 contact.
Claude generates Zoom agendas from Microsoft Office 365 emails, schedules Zoom, and updates Act! 365.
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Turn every new Act! 365 contact into a Microsoft Office 365 contact, schedule a Zoom consultation, and send details via Microsoft Office 365.
New Act! 365 contacts create Microsoft Office 365 records, Zoom consultations, and email confirmations.
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Create a Microsoft Office 365 contact for every new Calendly booking, and create a matching contact in Act! 365.
New Calendly bookings automatically generate Microsoft Office 365 contacts and Act! 365 records.
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When a new Act! 365 contact is created, send a Calendly scheduling link via Microsoft Office 365 email.
New Act! 365 contacts receive automated Calendly scheduling links via Microsoft Office 365 email.
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When a Calendly event is completed, update the Act! 365 contact and send a follow-up email in Microsoft Office 365.
Completed Calendly meetings update Act! 365 contacts and send Microsoft Office 365 follow-up emails.
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Create a Microsoft Office 365 calendar event for every Calendly booking linked to an Act! 365 contact.
Calendly bookings linked to Act! 365 contacts create Microsoft Office 365 calendar events.
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If a Calendly booking is marked VIP, create an Act! 365 contact and send an urgent notification via Microsoft Office 365.
VIP Calendly bookings create Act! 365 contacts and urgent Microsoft Office 365 notifications.
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When a Calendly event is canceled, update the Microsoft Office 365 contact and log the cancellation in Act! 365.
Canceled Calendly meetings update Microsoft Office 365 contacts and log cancellations in Act! 365.
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Use ChatGPT to summarise Calendly booking notes, create an Act! 365 contact, and send a briefing email via Microsoft Office 365.
ChatGPT summarises Calendly booking notes before creating Act! 365 contacts and briefing emails.
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Turn every new Act! 365 contact into a Microsoft Office 365 contact, send a Calendly booking link via Microsoft Office 365 email, and log the outreach in Act! 365.
New Act! 365 contacts create Microsoft Office 365 records, send Calendly links, and log outreach.
Supported triggers and actions for Act! 365 and Microsoft Office 365
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Sync new contacts between Act! 365 and Microsoft Office 365 instantly
Automatically create a matching Microsoft Office 365 contact whenever a new contact is generated in Act! 365, or vice versa. Eliminate manual data entry and keep your address books perfectly aligned.
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Capture every submitted field and metadata property
Map all available contact fields, phone numbers, and company details into your destination records instead of just names and emails. Your database becomes a comprehensive source for review and follow-up.
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Alert the right team member as soon as a contact arrives
Trigger instant notifications in messaging apps or email alerts whenever a high-value contact is created or updated. Ensure your team can respond to inbound leads within seconds.
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Route records based on submitted criteria and tags
Perform different actions depending on specific contact properties, tags, or enterprise status. Send VIP accounts to specialized workflows while standard contacts follow the default path.
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Keep destination records up to date as contacts change
Automatically propagate updates made in Microsoft Office 365 contacts over to Act! 365, ensuring your customer records never fall out of sync regardless of where edits happen.
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Prevent duplicates with intelligent search and update logic
Search existing databases before creating new entries to ensure contacts are updated rather than duplicated. Maintain a clean, deduplicated contact directory effortlessly.
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Handle calendar events and meeting completions smoothly
Trigger automated contact updates and follow-up sequences when Microsoft Office 365 calendar events start or end. Connect your scheduling directly to your CRM records.
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Extend your workflow to powerful supporting apps
Connect your Act! 365 and Microsoft Office 365 core flow with tools like Slack, Mailchimp, or Google Calendar to handle marketing campaigns, team alerts, and scheduling in one pipeline.
And much more...
Who is Act! 365 + Microsoft Office 365 integration for?
Connecting Act! 365 and Microsoft Office 365 helps sales and operations teams eliminate manual contact entry, keep records updated, and streamline workflows across platforms.
Performance marketers
Sales reps
Account managers
Support teams
Operations managers
Business owners
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Performance marketers
You're running campaigns across multiple channels but your tracking contact sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in both systems instantly and your data stays current.
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Sales reps
You rely on rapid outreach to close deals, but inbound enquiries sitting in your inbox take hours to transfer into your CRM, so hot prospects go cold before you reach out — automating both apps means every new contact appears in your workspace immediately and follow-ups happen on time.
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Account managers
You answer to clients who expect their contact details and meeting schedules to be perfectly synchronised across tools, but manual entry leads to embarrassing discrepancies — integrating these apps means your records stay identical across platforms and client trust remains unbroken.
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Support teams
You handle high volumes of customer inquiries daily, but copying contact details from email threads into your CRM creates massive backlogs and missing tickets — automating both apps means every incoming message generates accurate contact profiles instantly without manual copy-pasting.
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Operations managers
You depend on upstream sales teams to hand over clean contact data before you can schedule onboarding, but incomplete records stall your entire pipeline — connecting these apps means contact handoffs happen automatically and operational workflows start without delay.
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Business owners
You need a reliable historical audit trail of every customer interaction, but fragmented contact lists leave glaring gaps in your reporting — this integration means every contact creation and update is logged flawlessly across your entire software stack.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Act! 365 + Microsoft Office 365
Build and manage your Act! 365 + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + Microsoft Office 365 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 do I connect Act! 365 to Microsoft Office 365?
You can connect Act! 365 to Microsoft Office 365 in 1 click using ready templates on Integrately. Select a pre-built workflow, link your accounts, and let Integrately AI handle any complex field mapping instantly.
Can I automatically sync new Act! 365 contacts to Microsoft Office 365?
New Act! 365 contacts can be synced to Microsoft Office 365 automatically with ready workflows. Choose a pre-built template to activate the integration in 1 click or use Integrately AI to customise your contact sync.
Can I connect Act! 365, Microsoft Office 365, and Slack?
What is a good Zapier alternative for Act! 365 and Microsoft Office 365?
Integrately is a top-rated choice for connecting Act! 365 and Microsoft Office 365 with 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.
How does Act! 365 data update Microsoft Office 365 records?
Act! 365 contact creation triggers automated record updates in Microsoft Office 365 through ready workflows. You can start the integration instantly without writing any code.
Can Microsoft Office 365 events update Act! 365 contacts?