Act! 365 + Projekly – Project Management, CRM, HR & Invo Integration

Integrate Act! 365 to Projekly – Project Management, CRM, HR & Invo in one click, or tell Integrately AI how you want each contact handled. Track new deals, create projects, assign tasks, and keep your business operations running automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Projekly – Project Management, CRM, HR & Invo
    Task is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Lead is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Event is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Invoice is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Project is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Client is created in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Product is created in Projekly – Project Management, CRM, HR & Invo
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2.
  • Act! 365
    Create contact in Act! 365
  • Projekly – Project Management, CRM, HR & Invo
    Update product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Update invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Search invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create event in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create invoice in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create task in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create project in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create product in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create client in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create ticket in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create employee in Projekly – Project Management, CRM, HR & Invo
  • Projekly – Project Management, CRM, HR & Invo
    Create lead in Projekly – Project Management, CRM, HR & Invo

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Ready Workflows Ready Workflows for Act! 365 + Projekly – Project Management, CRM, HR & Invo Integration

Capture new contacts, create projects, assign tasks, update records, and keep your teams aligned, all in just one click.

Most popular automationsmost-popular-automations
Projekly – Project Management, CRM, HR & Invo + Act! 365 Integration

Create Act! 365 contact for new Projekly – Project Management, CRM, HR & Invoicing client

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 Projekly – Project Management, CRM, HR & Invoicing - Act! 365 integration, anytime a new Projekly – Project Management, CRM, HR & Invoicing client 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.
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Activate
Act! 365 + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly – Project Management, CRM, HR & Invoicing client 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 - Projekly – Project Management, CRM, HR & Invoicing integration, anytime a new Act! 365 contact is created, an Projekly – Project Management, CRM, HR & Invoicing client 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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Activate
Act! 365 + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly – Project Management, CRM, HR & Invoicing task for new Act! 365 contact

Act! 365 and Projekly – Project Management, CRM, HR & Invoicing are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in Projekly – Project Management, CRM, HR & Invoicing? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
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Connect more apps to your Act! 365 + Projekly – Project Management, CRM, HR & Invo flow

Send instant notifications, log financial records, schedule client meetings, and manage follow-ups across your entire toolstack. Pick a combination and activate it in one click.

Act! 365
Projekly – Project Management, CRM, HR & Invo
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
AsanaAsana (3)
A
P
S
Add every new Act! 365 contact to Projekly, and notify your sales team instantly on Slack
New Act! 365 contacts appear in Projekly as new clients instantly and your sales team hears about it on Slack, so nobody re-types details or misses a lead.
P
A
S
When a Projekly invoice is created, create an Act! 365 contact and alert your billing channel in Slack
Every new Projekly invoice logs a contact in Act! 365 and alerts your finance channel in Slack, keeping your customer records complete.
P
A
S
When a Projekly project is created, update your Act! 365 records and notify your project channel in Slack
New Projekly projects update your Act! 365 data and notify your project channel in Slack, keeping client files up to date.
P
A
S
When a Projekly task is created, log the activity in Act! 365 and announce it in Slack
Every Projekly task creation logs a record in Act! 365 and announces the assignment in Slack for total clarity.

Supported triggers and actions for Act! 365 and Projekly – Project Management, CRM, HR & Invo

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Projekly – Project Management, CRM, HR & Invo
Projekly – Project Management, CRM, HR & Invo Triggers & Actions
Task is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new task is created
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Lead is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new lead is created
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Event is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new event is created
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Invoice is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new invoice is created
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Project is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new project is created
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Client is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new client is created
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Product is created in Projekly – Project Management, CRM, HR & Invo
Triggers the automation when a new product is created
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Update product in Projekly – Project Management, CRM, HR & Invo
Updates a product
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Search product in Projekly – Project Management, CRM, HR & Invo
Searches for a product
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Update project in Projekly – Project Management, CRM, HR & Invo
Updates a project
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Search project in Projekly – Project Management, CRM, HR & Invo
Searches for a project
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Update invoice in Projekly – Project Management, CRM, HR & Invo
Updates an invoice
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Search invoice in Projekly – Project Management, CRM, HR & Invo
Searches for an invoice
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Create event in Projekly – Project Management, CRM, HR & Invo
Creates a new event
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Create invoice in Projekly – Project Management, CRM, HR & Invo
Creates a new invoice
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Create task in Projekly – Project Management, CRM, HR & Invo
Creates a new task
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Create project in Projekly – Project Management, CRM, HR & Invo
Creates a new project
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Create product in Projekly – Project Management, CRM, HR & Invo
Creates a new product
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Create client in Projekly – Project Management, CRM, HR & Invo
Creates a new client
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Create ticket in Projekly – Project Management, CRM, HR & Invo
Creates a new ticket
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Create employee in Projekly – Project Management, CRM, HR & Invo
Creates a new employee
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Create lead in Projekly – Project Management, CRM, HR & Invo
Creates a new lead
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What can you automate with Act! 365 + Projekly – Project Management, CRM, HR & Invo?

Streamline your sales and project operations by connecting Act! 365 and Projekly – Project Management, CRM, HR & Invo for instant, error-free data synchronization.

What you can automate?
🔄
Sync new Act! 365 contacts to Projekly projects
Create a new project or client in Projekly – Project Management, CRM, HR & Invo automatically whenever a new contact is created in Act! 365. Eliminate manual handover delays between sales and operations.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Act! 365 into Projekly – Project Management, CRM, HR & Invo records. Ensure your project workspace contains complete background information.
🔔
Alert your team instantly on new creations
Notify team members in messaging apps the moment a new contact or project is established. Keep everyone informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-value Act! 365 contacts to priority project queues in Projekly – Project Management, CRM, HR & Invo while routing standard inquiries elsewhere.
🔄
Keep project records continuously updated
Automatically update project statuses and client details in Projekly – Project Management, CRM, HR & Invo whenever corresponding records change in Act! 365.
🔍
Prevent duplicate records with smart lookups
Search existing Projekly – Project Management, CRM, HR & Invo records before creating new entries, ensuring clean data hygiene across your tools.
💰
Handle invoices and financial status changes
Trigger project updates in Projekly – Project Management, CRM, HR & Invo whenever invoices or financial milestones are processed.
🌐
Extend your workflow to external apps
Connect Act! 365 and Projekly – Project Management, CRM, HR & Invo with Slack, Asana, or Stripe to build multi-step pipelines across your entire tech stack.
And much more...

Who is Act! 365 + Projekly – Project Management, CRM, HR & Invo integration for?

Teams managing sales pipelines and project operations simultaneously rely on this integration to eliminate manual data entry and keep records perfectly synchronized.

Sales Directors
Sales Directors
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Managers
Operations Managers
Account Executives
Account Executives
Business Owners
Business Owners
📈
Sales Directors
You report on active contacts and pipeline movement from Act! 365, but your operational numbers are always stale because someone has to manually export records into Projekly – Project Management, CRM, HR & Invo — this integration means every new contact lands in your project workspace instantly and your data stays current.
⚡
Project Managers
You need to act fast on new client signups, and you find out too late when leads sit in Act! 365 before being added to Projekly – Project Management, CRM, HR & Invo — automating both apps means project workspaces open the moment a contact is created so your delivery team starts immediately.
🤝
Client Success Leads
You answer to key accounts who want to see progress reports, but tracking project milestones across disconnected tools causes delays — connecting these apps means every update flows seamlessly between your CRM and project boards.
📊
Operations Managers
The volume of daily signups is too high for anyone to keep up by hand between Act! 365 and Projekly – Project Management, CRM, HR & Invo — with this integration, every task, project, and contact syncs automatically without manual data entry errors.
🎯
Account Executives
You own the client onboarding step and depend on upstream sales teams to hand over customer details from Act! 365 into Projekly – Project Management, CRM, HR & Invo — this integration means project creation happens automatically right when the deal closes.
📁
Business Owners
You need a reliable history of client engagements and keep finding gaps between your sales CRM and project tracking tools — automating both apps means every record matches across your entire stack.
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Why choose Integrately to automate Act! 365 + Projekly – Project Management, CRM, HR & Invo

Build and manage your Act! 365 + Projekly – Project Management, CRM, HR & Invo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Projekly – Project Management, CRM, HR & Invo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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 Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Act! 365 to Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
You can connect Act! 365 to Projekly – Project Management, CRM, HR & Invo in one click using pre-built workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with popular apps like Slack and Calendly.
Can I automatically create a Projekly project when a new Act! 365 contact is created?
Frequently Asked Questions
Can I connect Act! 365, Projekly – Project Management, CRM, HR & Invo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
How do Act! 365 contacts sync with Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Can Projekly – Project Management, CRM, HR & Invo invoices trigger updates in Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Projekly – Project Management, CRM, HR & Invo?
Frequently Asked Questions
Is the Act! 365 and Projekly – Project Management, CRM, HR & Invo integration free?
Frequently Asked Questions
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