Act! 365 + Refersion Integration

Connect Act! 365 to Refersion - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Refersion automations help you streamline order processing, manage inventory levels, and improve customer communication. Combine the benefits of both with Integrately’s Act! 365 + Refersion integration.
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Ready Workflows For Act! 365 + Refersion Integration

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Act! 365 + Refersion Integration

Create Refersion affiliate for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Refersion 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 affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Refersion + Act! 365 Integration

Create Act! 365 contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Act! 365 contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Act! 365 + Refersion Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation whenever a new contact is added

  • Refersion
    Affiliate is created in Refersion

    Triggers the automation whenever a new affiliate is added

    Instant
  • Refersion
    Conversion is created in Refersion

    Triggers the automation whenever a conversion occurs

    Instant
  • Refersion
    Affiliate status is changed in Refersion

    Triggers the automation whenever affiliate status changes

    Instant
  • Refersion
    Affiliate details are changed in Refersion

    Triggers the automation whenever affiliate details are updated

    Instant
  • Refersion
    Conversion is approved in Refersion

    Triggers the automation whenever a conversion is successful

    Instant
  • Refersion
    Conversion is denied in Refersion

    Triggers the automation whenever a conversion fails

    Instant
  • Refersion
    Conversion trigger is created in Refersion

    Triggers the automation whenever a conversion occurs

    Instant
  • Refersion
    Payment is created in Refersion

    Triggers the automation whenever a new payment is created

    Instant
2.
  • Act! 365
    Create contact in Act! 365

    Automatically adds a new contact to the database

  • Refersion
    Create affiliate in Refersion

    Automatically generates unique referral links for affiliate partners

  • Refersion
    Search affiliate in Refersion

    Automatically searches for a particular affiliate partner

  • Refersion
    Get affiliate in Refersion

    Automatically retrieves details of an affiliate partner

  • Refersion
    Add conversion cancellation in Refersion

    Automatically cancel conversions in progress to prevent incorrect data tracking

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Integrate Act! 365 & Refersion In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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