Act! 365 + Softr Integration

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Act! 365 + Softr Integration

Create Softr user 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 - Softr integration, anytime a new Act! 365 contact is created, an Softr user 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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Act! 365 + Softr Integration
1.
  • Act! 365
    New contact is created in Act! 365
2.
  • Act! 365
    Create contact in Act! 365
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr
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