Act! 365 + Zoho CRM Integration

Connect Act! 365 to Zoho CRM - Automate your workflows in 1-click

Make use of Act! 365 and Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Act! 365 + Zoho CRM integration.
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Zoho CRM + Act! 365 Integration

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

Create Zoho CRM module for new Act! 365 contact

When a new contact is created in your Act! 365, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Activate
Act! 365 + Zoho CRM Integration

Create Zoho CRM 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 - Zoho CRM integration, anytime a new Act! 365 contact is created, an Zoho CRM 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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Create Your Own Act! 365 & Zoho CRM Integration Without Any Code

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Act! 365 + Zoho CRM Integration
1.
  • Act! 365
    New contact is created in Act! 365

    Triggers the automation when a new contact is added

  • Zoho CRM
    Contact is created in Zoho CRM

    Triggers the automation when a new contact is created

  • Zoho CRM
    Contact is updated in Zoho CRM

    Triggers the automation when a contact is updated

  • Zoho CRM
    Module entry is created/updated in Zoho CRM

    Triggers the automation when a module entry is created or updated

    Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM

    Triggers the automation when any module entry is modified

    Instant
  • Zoho CRM
    Module entry is added in Zoho CRM

    Triggers the automation when a new entry is added to a module

    Instant
  • Zoho CRM
    Lead is created in Zoho CRM

    Triggers the automation when a new lead is created

  • Zoho CRM
    Lead is updated in Zoho CRM

    Triggers the automation when the lead information is updated

  • Zoho CRM
    User is created in Zoho CRM

    Triggers the automation when a new user is created

2.
  • Act! 365
    Create contact in Act! 365

    Adds a new contact to the database

  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM

    Adds an attachment to an email or message

  • Zoho CRM
    Create module entry in Zoho CRM

    Creates a new entry in a module

  • Zoho CRM
    Create or Update Module Entry in Zoho CRM

    Creates or updates an entry in a module

  • Zoho CRM
    Update module entry in Zoho CRM

    Updates the information for a module entry

  • Zoho CRM
    Search module entry in Zoho CRM

    Searches for a module entry

  • Zoho CRM
    Get module entry by Id in Zoho CRM

    Retrieves a module entry using its id

  • Zoho CRM
    Create or Update Contact in Zoho CRM

    Adds or update contact information

  • Zoho CRM
    Search contact in Zoho CRM

    Finds and retrieves contact information

  • Zoho CRM
    Convert lead in Zoho CRM

    Convert potential leads into customers

  • Zoho CRM
    Search lead in Zoho CRM

    Retrieves information for a particular lead

  • Zoho CRM
    Add note to module entry in Zoho CRM

    Adds a note to a module entry

  • Zoho CRM
    Add tag in Zoho CRM

    Adds tags to particular items based on predefined criteria

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Integrate Act! 365 & Zoho CRM In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Act! 365 or Zoho CRM With 1200+ Other Apps

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Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations
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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations

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