Act! and Salesflare
How to connect Act!
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Contact in Act!, find or create contact in Salesflare.
- When contact Updated in Act!, find or create contact in Salesflare.
- When new Opportunity in Act!, create opportunity in Salesflare.
- When new Opportunity in Salesflare, add Opportunity in Act!.
About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Act! operations on Zapier
Triggers (3)
Start a workflow when this happens
- Contact Updated — Triggers when a Contact is updated.
- New Contact — Triggers when a new contact is created.
- New Opportunity — Triggers when a new opportunity is created.
Actions (9)
Things Salesflare can make it do
- Add Activity — Adds an activity to a contact.
- Add Contact — Creates a new contact.
- Add Group — Creates a new group.
- Add History — Adds a history to a contact.
- Add Note — Adds a note to a contact.
Show 4 more actions
- Add Opportunity — Creates a new opportunity.
- Find Group — Looks up groups in Act!
- Find or Create Contact — Find or Create Contact
- Update Contact — Updates a new contact.
Searches (2)
Look up existing records
- Find Group — Looks up groups in Act!
- Find or Create Contact — Finds or creates a contact.
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