Act! 365 + Nusii Integration

Connect Act! 365 to Nusii in 1 click

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Act! 365 + Nusii Integration

Create Nusii client for new Act! 365 contact

Act! 365 is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Act! 365, you'll automatically receive a corresponding client record in Nusii.
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Act! 365 + Nusii Integration

Create Nusii proposal for new Act! 365 contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Act! 365? With this integration, you can!

When you create a contact in Act! 365, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Create Your Own Act! 365 & Nusii Integration Without Any Code

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Act! 365 + Nusii Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
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