Act! 365 + SharpSpring Integration

Connect Act! 365 to SharpSpring - 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. Set up SharpSpring automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Act! 365 + SharpSpring integration.

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Ready Workflows For Act! 365 + SharpSpring Integration

Just click on the workflow you want to automate

Create SharpSpring contact for new Act! 365 contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update SharpSpring contact from new Act! 365 contact

Act! 365 + SharpSpring Integration

Activate

When New contact is created in Act! 365 > Check condition > Create contact in SharpSpring

Act! 365 + SharpSpring Integration

Activate

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Create Your Own Act! 365 & SharpSpring Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation whenever a new contact is added
Contact is created in SharpSpring
Triggers the automation whenever a new contact is created
Account is created in SharpSpring
Triggers the automation whenever a new account is created
Opportunity is created in SharpSpring
Triggers the automation whenever any opportunity is updated

Create contact in Act! 365
Automatically adds a new contact to the database
Create contact in SharpSpring
Automatically adds a new contact to the database
Update contact in SharpSpring
Automatically updates contact information with new details
Search contact in SharpSpring
Automatically finds and retrieves contact information
Create account in SharpSpring
Automatically generates a new account
Search account in SharpSpring
Automatically searches for account information
Update account in SharpSpring
Automatically updates account information
Create opportunity in SharpSpring
Automatically creates a new instance of the support system
Update opportunity in SharpSpring
Automatically updates the opportunity details as needed
Create campaign in SharpSpring
Automatically generates and launch a new marketing campaign
Search campaign in SharpSpring
Automatically searches for a campaign

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Act! 365 & SharpSpring 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!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or SharpSpring With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.

See SharpSpring Integrations