Act! 365 + Teamleader Focus Integration

Integrate Act! 365 to Teamleader Focus in one click, or tell Integrately AI how you want each contact handled. Create tasks, sync new contacts, log deals, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Teamleader Focus
    Contact is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is accepted in Teamleader Focus Instant
  • Teamleader Focus
    Deal is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is updated in Teamleader Focus Instant
  • Teamleader Focus
    Company is created in Teamleader Focus Instant
  • Teamleader Focus
    Invoice is paid in Teamleader Focus Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • Teamleader Focus
    Create task in Teamleader Focus
  • Teamleader Focus
    Create contact in Teamleader Focus
  • Teamleader Focus
    Update contact in Teamleader Focus
  • Teamleader Focus
    Search contact in Teamleader Focus
  • Teamleader Focus
    Create deal in Teamleader Focus
  • Teamleader Focus
    Update deal in Teamleader Focus
  • Teamleader Focus
    Search deal in Teamleader Focus
  • Teamleader Focus
    Create company in Teamleader Focus
  • Teamleader Focus
    Link contact to company in Teamleader Focus
  • Teamleader Focus
    Add tag to contact in Teamleader Focus

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Ready Workflows Ready Workflows for Act! 365 + Teamleader Focus Integration

Capture new contacts, organise team tasks, update customer details, track deal progress, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teamleader Focus + Act! 365 Integration

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

Create Teamleader Focus 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 - Teamleader Focus integration, anytime a new Act! 365 contact is created, an Teamleader Focus 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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Activate
Act! 365 + Teamleader Focus Integration

Create Teamleader Focus deal from new Act! 365 contact

Anytime a new contact is created in your Act! 365, a new deal will automatically be created in your Teamleader Focus. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Act! 365 - Teamleader Focus integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Activate
Act! 365 + Teamleader Focus Integration

Create Teamleader Focus task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in Teamleader Focus for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Act! 365 + Teamleader Focus flow

Connect email marketing, spreadsheets, and scheduling tools to extend your CRM workflow after the core pair finishes. Pick a combination and activate it in one click.

Act! 365
Teamleader Focus
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
Microsoft OutlookMicrosoft Outlook (3)
A
T
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Create a Teamleader Focus contact from every new Act! 365 contact, and add them as a subscriber in Mailchimp.
New Act! 365 contacts immediately appear in Teamleader Focus and Mailchimp without manual data entry.
T
A
M
When a deal is accepted in Teamleader Focus, create an Act! 365 contact and add a tag in Mailchimp.
Accepted deals update your Act! 365 contacts and trigger Mailchimp tagging instantly.
A
T
M
Create a task in Teamleader Focus for every new Act! 365 contact, and update subscriber status in Mailchimp.
Teamleader Focus tasks and Mailchimp statuses update automatically from Act! 365 contact events.
A
T
M
Use Claude to qualify new Act! 365 contacts, create a Teamleader Focus deal, and add them to a Mailchimp segment.
Claude evaluates incoming Act! 365 contacts before creating deals and Mailchimp segments.

Supported triggers and actions for Act! 365 and Teamleader Focus

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Teamleader Focus
Teamleader Focus Triggers & Actions
Instant
Contact is created in Teamleader Focus
Triggers the automation when a new contact is created
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Instant
Deal is accepted in Teamleader Focus
Triggers the automation when a deal is accepted
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Instant
Deal is created in Teamleader Focus
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamleader Focus
Triggers the automation when a deal is updated
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Instant
Company is created in Teamleader Focus
Triggers the automation when a new company is created
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Instant
Invoice is paid in Teamleader Focus
Triggers the automation when an invoice is marked as paid
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Create task in Teamleader Focus
Creates a new task
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Create contact in Teamleader Focus
Adds a new contact to the database
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Update contact in Teamleader Focus
Updates contact information with new details
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Search contact in Teamleader Focus
Finds and retrieves contact information
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Create deal in Teamleader Focus
Generates a new deal with
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Update deal in Teamleader Focus
Updates deal information based on new criteria or changes
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Search deal in Teamleader Focus
Retrieves and find a deal
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Create company in Teamleader Focus
Generates a new company profile with given details
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Link contact to company in Teamleader Focus
Links a contact to a company
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Add tag to contact in Teamleader Focus
Adds a new tag to contact.
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What can you automate with Act! 365 + Teamleader Focus?

Streamline your sales pipeline by connecting Act! 365 contacts and Teamleader Focus deals into unified workflows.

What you can automate?
🔄
Sync Act! 365 Contacts to Teamleader Focus
Automatically create a new Teamleader Focus contact the moment a new contact is created in Act! 365. Eliminate manual copy-pasting and keep your customer database perfectly synchronized.
📋
Capture Every Submitted Field
Map all available contact details and custom fields from Act! 365 straight into Teamleader Focus records. Ensure your sales team has complete customer context from day one.
🔔
Alert Your Sales Team Instantly
Trigger instant notifications whenever a deal is accepted or a contact is created. Keep your entire team informed and ready to take the next step without delay.
🔀
Route Deals Based on Custom Fields
Send high-value deals to enterprise sales reps in Teamleader Focus while routing standard inquiries automatically based on criteria submitted in Act! 365.
🔄
Keep Records Updated as Deals Change
Automatically update contact information and deal stages across both platforms whenever changes occur in Act! 365 or Teamleader Focus.
🔍
Prevent Duplicate Records
Search existing databases before creating new entries. Automatically update existing contacts or companies instead of generating messy duplicates.
💰
Automate Post-Sale Workflows
Trigger task creation and contact updates the moment an invoice is paid or a deal is accepted in Teamleader Focus.
⚡
Extend Workflows to Google Sheets
Send your Act! 365 and Teamleader Focus data straight to Google Sheets for advanced reporting and cross-team analysis in real time.
And much more...

Who is Act! 365 + Teamleader Focus integration for?

Connecting Act! 365 and Teamleader Focus eliminates manual data entry, aligning customer records and deal pipelines across your entire sales organization.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
High-Volume Sales Teams
High-Volume Sales Teams
Business Development Reps
Business Development Reps
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You track pipeline metrics across Act! 365, but your conversion reports are delayed because reps manually copy contact updates into Teamleader Focus — automating both apps means every new contact and deal stage updates instantly and your reporting dashboards stay accurate.
⚡
Account Executives
You need to act fast when new leads arrive, but you find out about closed deals too late because team notifications require manual handoffs — with this integration, every deal update triggers immediate tasks and ensures zero response lag.
🤝
Client Success Leads
You answer to stakeholders who demand up-to-date project and task statuses, but finding discrepancies between Act! 365 and Teamleader Focus takes hours — automating both apps means project records and invoices stay perfectly synced for client reviews.
📊
High-Volume Sales Teams
Your inbound lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned customer accounts — this integration means every contact and task is created automatically without manual effort.
🔄
Business Development Reps
You own the outreach stage and depend on upstream marketing data to start prospecting, but records get stuck when handoffs fail — connecting these apps means every new contact triggers your outreach sequence the moment it lands.
🗂️
CRM Administrators
You need a reliable customer history, but manual data entry keeps leaving gaps between Act! 365 and Teamleader Focus logs — automating both apps means complete audit trails and clean databases across all your systems.
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Why choose Integrately to automate Act! 365 + Teamleader Focus

Build and manage your Act! 365 + Teamleader Focus automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Teamleader Focus with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Connect Act! 365 + Teamleader Focus Now arrow right
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Frequently Asked Questions

How do I connect Act! 365 to Teamleader Focus?
Frequently Asked Questions
You can connect Act! 365 to Teamleader Focus instantly using 1-click workflows or by using Integrately AI. Simply choose a template, connect your accounts, and sync data across Mailchimp, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically sync contacts and create deals between Act! 365 and Teamleader Focus?
Frequently Asked Questions
Can I connect Act! 365, Teamleader Focus, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Teamleader Focus?
Frequently Asked Questions
How does Act! 365 handle new contacts in this integration?
Frequently Asked Questions
Can Teamleader Focus deal updates trigger actions in Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Teamleader Focus?
Frequently Asked Questions
Is the Act! 365 and Teamleader Focus integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Teamleader Focus With 1500+ Other Apps

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Teamleader Focus
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Sync Teamleader Focus with project management, invoicing, and reporting tools to keep business operations running smoothly.
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