Act! 365 + Superchat Integration

Connect Act! 365 to Superchat in 1 click

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Popular Act! 365 + Superchat Workflows

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Superchat + Act! 365 Integration

Create Act! 365 contact for new Superchat 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 Superchat - Act! 365 integration, anytime a new Superchat contact 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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Act! 365 + Superchat Integration

Create Superchat contact 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 - Superchat integration, anytime a new Act! 365 contact is created, an Superchat 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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Act! 365 + Superchat Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Superchat
    Contact is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Note is created in Superchat Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Superchat
    Create contact in Superchat
  • Superchat
    Add contact to contact list in Superchat
  • Superchat
    Create note in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update contact in Superchat
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