Act! 365 + Folioze Integration

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Folioze + Act! 365 Integration

Create Act! 365 contact from new Folioze order

As an online store owner, you're likely using Folioze to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Folioze with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Folioze + Act! 365 Integration

Create Act! 365 contact for new Folioze form submission

When someone completes your Folioze, a new contact is automatically created in your Act! 365. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Folioze is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Folioze - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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Act! 365 + Folioze Integration

Create Folioze contact for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Folioze to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding contact will automatically be created in Folioze.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Folioze + Act! 365 Integration

Create Act! 365 contact for new Folioze contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Act! 365 contact and Folioze contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Act! 365 + Folioze Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze
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