Act! 365 + Order Desk Integration

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Order Desk + Act! 365 Integration

Create Act! 365 contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Act! 365 + Order Desk Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
2.
  • Act! 365
    Create contact in Act! 365
  • Order Desk
    Create order in Order Desk
  • Order Desk
    Add note to order in Order Desk
  • Order Desk
    Set the checkout data or metadata of an order in Order Desk
  • Order Desk
    Add shipment to order in Order Desk
  • Order Desk
    Change order folder in Order Desk
  • Order Desk
    Change order tag in Order Desk
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