Act! 365 + WhatsApp Integration

Integrate Act! 365 to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Notify customers instantly, trigger welcome messages, update your records, and streamline communication automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • WhatsApp
    Message is received in WhatsApp Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Act! 365 + WhatsApp Integration

Capture contacts, send instant WhatsApp notifications, keep your sales pipeline updated, and trigger follow-up messages, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + WhatsApp Integration

Send WhatsApp message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Act! 365 + WhatsApp flow

Sync your new contacts with CRMs, email lists, support inboxes, and spreadsheets while triggering WhatsApp alerts. Pick a combination and activate it in one click.

Act! 365
WhatsApp
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HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
A
H
W
Create a HubSpot contact for every new Act! 365 contact, and send a notification message in WhatsApp.
New Act! 365 contacts appear in HubSpot instantly while WhatsApp sends an immediate team alert, eliminating manual data entry.
A
H
W
When a new Act! 365 contact is created, create a HubSpot contact and send a welcome template message in WhatsApp.
Every new Act! 365 contact generates a HubSpot record and triggers an automated template message in WhatsApp.
A
H
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If an Act! 365 contact is created, create a HubSpot contact and send a WhatsApp confirmation message.
Keep HubSpot updated from Act! 365 contacts while confirming details via WhatsApp instantly.

Supported triggers and actions for Act! 365 and WhatsApp

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
Try it →
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Act! 365 + WhatsApp?

Streamline your sales and messaging workflows by connecting Act! 365 and WhatsApp for instant automation.

What you can automate?
🚀
Send instant WhatsApp messages on new contacts
Trigger an immediate WhatsApp message whenever a new contact is created in Act! 365. Eliminate manual delays and engage prospects the moment they register.
📋
Capture every submitted contact detail accurately
Map all available Act! 365 contact fields into your messaging and downstream tools instead of just names and numbers. Your records become complete and actionable.
🔔
Alert your sales team immediately
Notify staff on WhatsApp the second a high-value contact is created in Act! 365. Ensure no lead ever falls through the cracks.
🔀
Route messages based on submitted contact fields
Send different WhatsApp template messages depending on custom tags or tiers submitted in Act! 365. Tailor your communication automatically.
🔄
Keep contact records up to date across apps
Synchronise contact updates between Act! 365 and your messaging logs continuously. Maintain accurate history without manual intervention.
🛡️
Prevent duplicate records during contact creation
Search existing databases before creating new entries when a contact is created in Act! 365. Keep your workspace clean and organised.
📅
Handle later status changes and follow-ups
Trigger automated follow-up messages in WhatsApp when contact stages change in Act! 365. Keep engagement active throughout the lifecycle.
🔗
Extend your workflow to HubSpot and spreadsheets
Connect Act! 365 and WhatsApp with HubSpot or Google Sheets to log data, notify teams, and manage workflows in a single step.
And much more...

Who is Act! 365 + WhatsApp integration for?

Connect Act! 365 and WhatsApp to eliminate manual data entry, accelerate response times, and keep your entire team aligned on customer communication.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing pipeline reports in Act! 365 but your communication logs only update when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact syncs instantly and your pipeline data stays current.
⚡
Customer support leads
You manage inbound inquiries in Act! 365 but miss urgent prospect messages because notifications arrive too late in your inbox — this integration means every new contact triggers an immediate WhatsApp alert so your team can respond without delay.
🤝
Account managers
You answer to clients who want immediate progress updates after onboarding, but manual messaging causes frustrating bottlenecks — automating both apps means every new contact immediately receives a welcome message in WhatsApp.
📦
Operations teams
The volume of new contacts coming into Act! 365 is too high for anyone to keep up with manual messaging and record creation — connecting these apps means contact creation and WhatsApp notifications happen automatically without human error.
💼
Sales representatives
You depend on upstream lead entry in Act! 365 before you can begin outreach, leading to lost time and cold prospects — this integration means every new contact is logged and messaged instantly so you can start selling right away.
🗂️
CRM administrators
You need a reliable contact history in Act! 365 but keep finding gaps caused by missed manual data entries and forgotten follow-ups — automating both apps means every contact record and WhatsApp interaction is logged flawlessly.
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Why choose Integrately to automate Act! 365 + WhatsApp

Build and manage your Act! 365 + WhatsApp 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 + WhatsApp 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?

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Frequently Asked Questions

How do I connect Act! 365 to WhatsApp?
Frequently Asked Questions
You can connect Act! 365 to WhatsApp instantly using 1-click ready workflows or Integrately AI. Pair it with tools like HubSpot, Gmail, and Google Sheets to automate your entire communication and CRM stack.
Can I send automated WhatsApp messages when new contacts are created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and WhatsApp?
Frequently Asked Questions
How does Act! 365 handle contact data during automation?
Frequently Asked Questions
Can WhatsApp send template messages automatically from Act! 365?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and WhatsApp?
Frequently Asked Questions
Is the Act! 365 and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or WhatsApp With 1500+ Other Apps

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