Act! 365 + Outreach Integration

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Act! 365 + Outreach Integration

Create Outreach contact for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Outreach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding contact will automatically be created in Outreach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Act! 365 + Outreach Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Search prospect by email in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
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Integrate Act! 365 & Outreach In 1 Click
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