Exact Online + Foleon Integration

Integrate Exact Online to Foleon in one click, or tell Integrately AI how you want each submission handled. Capture reader details, create matching contacts in Exact Online, update your CRM accounts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Foleon
    Form is submitted in Foleon
Arrow Right
2.
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online

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Ready Workflows Ready Workflows for Exact Online + Foleon Integration

Capture reader submissions, create contacts, update accounts, alert your team, and streamline records, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Foleon flow

Sync reader submissions with your CRM, spreadsheets, and messaging tools to keep every team aligned. Pick a combination and activate it in one click.

Exact Online
Foleon
+
HubspotHubspot (4)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
F
E
H
When a form is submitted in Foleon, create a contact in Exact Online and add a new contact in HubSpot.
Foleon form submissions immediately create a contact in Exact Online and a matching contact in HubSpot without manual export work.
F
E
H
When a form is submitted in Foleon, search account by name in Exact Online and create a company in HubSpot.
Look up Exact Online accounts and create corresponding companies in HubSpot whenever a Foleon form is submitted.
F
E
H
When a form is submitted in Foleon, create a project in Exact Online and create a deal in HubSpot.
Turn reader submissions into active projects in Exact Online and new deals in HubSpot automatically.
F
C
E
H
Use Claude to evaluate Foleon submissions, create a contact in Exact Online, and create a priority contact in HubSpot.
Claude reviews Foleon form responses before creating a contact in Exact Online and a prioritized contact in HubSpot.

Supported triggers and actions for Exact Online and Foleon

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it →
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it →
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it →
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
Try it →
Update cost unit in Exact Online
Updates a cost unit
Try it →
Update cost center in Exact Online
Updates a cost center
Try it →
Update address in Exact Online
Updates an address
Try it →
Update contact in Exact Online
Updates a contact
Try it →
Update account in Exact Online
Updates an account
Try it →
Delete contact in Exact Online
Deletes a contact
Try it →
Delete account in Exact Online
Deletes an account
Try it →
Create document in Exact Online
Creates a new document
Try it →
Search item by code in Exact Online
Searches for an item by code
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search account by name in Exact Online
Searches for an account by name
Try it →
Create item in Exact Online
Creates a new item
Try it →
Create project in Exact Online
Creates a new project
Try it →
Create cost unit in Exact Online
Creates a new cost unit
Try it →
Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Create address in Exact Online
Creates a new address
Try it →
Create account in Exact Online
Creates an account
Try it →
Create contact in Exact Online
Creates an contact
Try it →
Foleon
Foleon Triggers & Actions
Form is submitted in Foleon
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Exact Online + Foleon?

Turn every content engagement into immediate business actions across your accounting, CRM, and project systems.

What you can automate?
🚀
Create Exact Online contacts from Foleon submissions
Automatically generate a new contact in Exact Online the exact moment a reader submits a form in Foleon. Eliminate manual data entry and ensure immediate record creation.
📝
Capture every submitted form field
Map all custom answers from your Foleon forms directly into Exact Online records instead of just basic contact details, giving your team complete context for follow-up.
🔔
Alert your team instantly on Slack
Send real-time notifications to your sales or support channel whenever a high-intent Foleon form is submitted, ensuring rapid response times.
🔀
Route submissions based on form answers
Send enterprise leads to dedicated Exact Online accounts while routing standard inquiries to general queues based on specific form selections.
🔄
Keep existing records up to date
Search for existing accounts in Exact Online and update their address or contact details automatically whenever a returning reader submits a new form.
🔍
Prevent duplicate records
Search existing Exact Online accounts before creating new entries, ensuring your database remains clean and free of redundant contact records.
📊
Log submissions in your spreadsheets
Record every Foleon form response as a new row in Google Sheets while simultaneously updating your financial software.
Extend workflows to external tools
Trigger multi-step pipelines that connect Foleon submissions and Exact Online records with HubSpot, Stripe, or Mailchimp in one automated sequence.
And much more...

Who is Exact Online + Foleon integration for?

Content creators, sales teams, and finance administrators eliminate manual data entry, keeping Exact Online and Foleon perfectly aligned without tedious double-handling.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations coordinators
Operations coordinators
Project managers
Project managers
Finance administrators
Finance administrators
📈
Performance marketers
You're running interactive content campaigns in Foleon but your Exact Online reporting sheet only updates when someone manually exports submissions, so the metrics you're optimising against are always hours behind — with this integration, every new submission lands in your system instantly and your data stays current.
Sales representatives
You need to follow up on high-intent Foleon form submissions immediately, but manual lead entry means you find out about prospects hours later when deals have already cooled — connecting these apps means every new submission creates a contact instantly so you can reach out first.
📋
Account managers
You answer to clients who want to see campaign engagement progress tracked in their Exact Online account records, but keeping manual logs creates frustrating delays — automating both apps means client submissions flow directly into their records without manual friction.
🔄
Operations coordinators
The volume of inbound Foleon submissions is too high for anyone to keep up with by hand, leading to missed contacts and incomplete records across your software stack — automating this workflow means every submission is processed and logged without manual intervention.
👥
Project managers
You own the project setup step and depend on someone upstream to hand over Foleon form data before you can begin work, causing frustrating operational bottlenecks — this integration means project creation triggers the moment a reader submits their details.
🗂️
Finance administrators
You need a reliable customer and account history in Exact Online, but manual copy-pasting keeps leaving gaps in your audit trails — connecting these apps means every form submission is accurately captured and stored from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Foleon

Build and manage your Exact Online + Foleon automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Foleon 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Exact Online to Foleon?
Frequently Asked Questions
You can connect Exact Online to Foleon in 1 click using ready workflows or Integrately AI. Set up triggers and actions across apps like Slack, Google Sheets, and HubSpot without any coding.
Can I automatically create Exact Online contacts from Foleon form submissions?
Frequently Asked Questions
Can I connect Exact Online, Foleon, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Foleon?
Frequently Asked Questions
How does Exact Online handle contact records from form submissions?
Frequently Asked Questions
How does Foleon trigger form submission workflows?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Foleon?
Frequently Asked Questions
Is the Exact Online and Foleon integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Foleon With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to accounting, CRM, and project management tools to streamline your financial operations.
Foleon
Popular Foleon Integrations
Sync Foleon with marketing, email, and analytics platforms to measure and expand your content reach.
See All
Foleon Integrations arrow right
No popular apps found