Act! 365 + Socially Versed Integration

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Socially Versed + Act! 365 Integration

Create Act! 365 contact from new Socially Versed order

As an online store owner, you're likely using Socially Versed 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 Socially Versed 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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Socially Versed + Act! 365 Integration

Create Act! 365 contact for new Socially Versed form response

When someone completes your Socially Versed, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Socially Versed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Socially Versed - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Act! 365 + Socially Versed Integration

Create Socially Versed contact for new Act! 365 contact

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

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

Create Act! 365 contact for new Socially Versed contact

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 Socially Versed contact 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 + Socially Versed Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Socially Versed
    Form response is created in Socially Versed Instant
  • Socially Versed
    Contact is created or updated in Socially Versed Instant
  • Socially Versed
    Booking is created in Socially Versed Instant
  • Socially Versed
    Order is created in Socially Versed Instant
  • Socially Versed
    Order is updated in Socially Versed Instant
  • Socially Versed
    Product is created in Socially Versed Instant
  • Socially Versed
    Product is updated in Socially Versed Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Socially Versed
    Update contact in Socially Versed
  • Socially Versed
    Search contact in Socially Versed
  • Socially Versed
    Delete contact in Socially Versed
  • Socially Versed
    Create contact in Socially Versed
  • Socially Versed
    Create product in Socially Versed
  • Socially Versed
    Update product in Socially Versed
  • Socially Versed
    Update member in Socially Versed
  • Socially Versed
    Search product in Socially Versed
  • Socially Versed
    Create member in Socially Versed
  • Socially Versed
    Delete member in Socially Versed
  • Socially Versed
    Create member group in Socially Versed
  • Socially Versed
    Update member group in Socially Versed
  • Socially Versed
    Delete member group in Socially Versed
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