Act! 365 + Formsite Integration

Integrate Act! 365 to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create CRM contacts, update your lists, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Formsite
    Form is submitted in Formsite Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act! 365 + Formsite Integration

Capture responses, create contacts, keep lists updated, and trigger follow-ups, all in just one click.

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

Create Act! 365 contact for new Formsite form submission

When someone completes your Formsite, 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 Formsite is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formsite - Act! 365 integration set up makes it easy to manage your customer relationships and grow your business.
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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 Act! 365 + Formsite flow

Send form data to email marketing tools, spreadsheets, and team chat channels right after your contacts are created. Pick a combination and activate it in one click.

Act! 365
Formsite
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SalesforceSalesforce (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
F
A
M
Add every Formsite form submission as an Act! 365 contact, and subscribe them in Mailchimp.
New form submissions create Act! 365 contacts and add subscribers in Mailchimp instantly, so your marketing lists stay synchronised with your sales records.
F
A
M
When a form is submitted in Formsite, create an Act! 365 contact and update the subscriber in Mailchimp.
Form submissions update your Act! 365 contacts and refresh subscriber details in Mailchimp without manual work.
F
A
M
Turn every Formsite form submission into an Act! 365 contact, and tag the subscriber in Mailchimp.
New form entries create Act! 365 contacts and apply targeted tags in Mailchimp automatically.

Supported triggers and actions for Act! 365 and Formsite

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
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Act! 365 + Formsite?

Streamline your inbound data flow by turning every web form submission into an actionable CRM contact automatically.

What you can automate?
Create Act! 365 contacts from Formsite submissions
Automatically generate a new contact in Act! 365 the moment a visitor completes a form in Formsite. Eliminate manual data entry and ensure zero prospect details are ever missed.
📝
Capture every submitted custom form field
Map all detailed survey responses and custom answers from Formsite directly into your Act! 365 contact records. Keep comprehensive notes available for every sales call.
🔔
Alert your sales team instantly upon submission
Trigger real-time notifications in your team chat or email inbox whenever a high-value form is submitted in Formsite. Ensure rapid follow-up for hot leads.
🔀
Route leads based on submitted form answers
Evaluate form selections in Formsite and assign contacts to specific sales reps or lists in Act! 365 automatically. Tailor your workflow to prospect criteria.
🔄
Keep existing contact records up to date
Check if a submitting contact already exists in Act! 365 and update their profile with new Formsite responses instead of creating duplicates.
🛡️
Prevent duplicate records with smart matching
Identify returning respondents by email address and merge new Formsite data into existing Act! 365 contact profiles seamlessly.
📅
Trigger follow-up actions and scheduling
Send automated scheduling links or confirmation messages immediately after a Formsite submission creates your new Act! 365 contact.
🔌
Extend workflows to external team apps
Connect your core Act! 365 and Formsite automation to Slack, Gmail, or Google Sheets to keep all departments aligned on incoming leads.
And much more...

Who is Act! 365 + Formsite integration for?

Connect Formsite responses directly to Act! 365 to eliminate manual data entry, accelerate lead follow-up, and keep your customer records accurate across teams.

Sales managers
Sales managers
Lead qualification reps
Lead qualification reps
Client success teams
Client success teams
Marketing operations specialists
Marketing operations specialists
Account executives
Account executives
Operations directors
Operations directors
📈
Sales managers
You're reviewing lead conversion metrics in Act! 365 but web form submissions sit untouched in Formsite until someone manually exports them, so your pipeline reports are always outdated — automating both apps means every new submission populates your CRM instantly and your pipeline numbers stay current.
Lead qualification reps
You need to reach out to inbound prospects immediately, but form entries take hours to reach your Act! 365 database because manual copying slows down the handoff — connecting these apps means every submission arrives as a new contact instantly and your team can follow up without delay.
🤝
Client success teams
You answer to stakeholders who want immediate progress updates on inbound customer inquiries, but tracking data remains trapped across disconnected form and CRM tools — with this integration, every form submission updates your central records and gives stakeholders a reliable view of incoming requests.
📊
Marketing operations specialists
The volume of inbound form submissions is too high for anyone to keep up with by hand, leading to missed entries and incomplete customer profiles in Act! 365 — automating these apps means thousands of submissions are processed seamlessly and your database remains fully populated.
🎯
Account executives
You own the sales follow-up stage and depend on marketing teams to hand over form leads, but manual delays leave prospects waiting too long for a response — this integration means every web submission is converted into an actionable contact the moment it arrives.
📋
Operations directors
You need a reliable customer history in Act! 365, but manual data transcription keeps creating gaps and duplicate records across your workflow — automating both apps means every Formsite entry is recorded accurately the first time and your data history stays clean.
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 Act! 365 + Formsite

Build and manage your Act! 365 + Formsite 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 + Formsite 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
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Frequently Asked Questions

How do I connect Act! 365 to Formsite?
Frequently Asked Questions
You can connect Act! 365 to Formsite in 1 click using ready workflows on Integrately. Link your accounts, select a template, and ask Integrately AI to handle custom fields instantly.
Can I automatically create Act! 365 contacts from Formsite form submissions?
Frequently Asked Questions
Can I connect Act! 365, Formsite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Formsite?
Frequently Asked Questions
How does Act! 365 handle new contacts created from form submissions?
Frequently Asked Questions
How do Formsite form submissions trigger automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Formsite?
Frequently Asked Questions
Is the Act! 365 and Formsite integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Formsite With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 with CRMs, email marketing tools, and customer support platforms to manage and follow up on your client interactions.
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Formsite
Popular Formsite Integrations
Sync Formsite with survey tools, data warehouses, and notification systems to keep your form responses working across your stack.
See All
Formsite Integrations arrow right
No popular apps found