Act! 365 + Freshworks CRM (Freshsales Suite) Integration

Integrate Act! 365 to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Capture leads, create contacts and accounts, and sync updates automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Act! 365 + Freshworks CRM (Freshsales Suite) Integration

Create contacts, update deals, sync accounts, and manage customer interactions, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 - Freshworks CRM (Freshsales Suite) integration, anytime a new Act! 365 contact is created, an Freshworks CRM (Freshsales Suite) 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.
See more
Activate
Freshworks CRM (Freshsales Suite) + Act! 365 Integration

Create Act! 365 contact for new Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) - Act! 365 integration, anytime a new Freshworks CRM (Freshsales Suite) 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.
See more
Activate
Act! 365 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal from new Act! 365 contact

Anytime a new contact is created in your Act! 365, a new deal will automatically be created in your Freshworks CRM (Freshsales Suite). This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Act! 365 - Freshworks CRM (Freshsales Suite) integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
Activate
Act! 365 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in Freshworks CRM (Freshsales Suite) for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
Activate
  • 1of1
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 + Freshworks CRM (Freshsales Suite) flow

Enhance your core integration by connecting communication, billing, and scheduling tools to your CRM workflow. Pick a combination and activate it in one click.

Act! 365
Freshworks CRM (Freshsales Suite)
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
A
F
G
When a new contact is created in Act! 365, create a contact in Freshworks CRM (Freshsales Suite) and send a welcome email in Gmail.
New Act! 365 contacts immediately generate a contact in Freshworks CRM (Freshsales Suite) while Gmail dispatches a welcome email automatically.
F
A
G
When a contact is updated in Freshworks CRM (Freshsales Suite), create a contact in Act! 365 and send a notification email in Gmail.
Keep Act! 365 updated whenever Freshworks CRM (Freshsales Suite) modifies a contact, and notify team members via Gmail.
F
A
G
When a deal is created in Freshworks CRM (Freshsales Suite), create a contact in Act! 365 and send a confirmation email via Gmail.
New deals in Freshworks CRM (Freshsales Suite) trigger a contact record in Act! 365 and a confirmation email in Gmail.
A
C
F
G
Use Claude to evaluate Act! 365 contacts, create a contact in Freshworks CRM (Freshsales Suite), and email a summary via Gmail.
Claude analyzes new Act! 365 contacts before creating records in Freshworks CRM (Freshsales Suite) and emailing summaries through Gmail.

Supported triggers and actions for Act! 365 and Freshworks CRM (Freshsales Suite)

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 →
Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it →
Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it →
Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it →
Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it →
Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it →
Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it →
Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it →
Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
Try it →
Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Try it →
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
Try it →
Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Try it →
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
Try it →
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
Try it →
Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
Try it →
Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
Try it →
Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
Try it →
Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
Try it →
Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
Try it →
Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
Try it →
Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
Try it →
Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
Try it →
Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
Try it →
Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
Try it →
Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Try it →
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Try it →
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Try it →
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Try it →
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Try it →
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Try it →
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
Try it →
Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Try it →

What can you automate with Act! 365 + Freshworks CRM (Freshsales Suite)?

Streamline your contact management, update deals, and keep your customer data perfectly aligned across platforms.

What you can automate?
🔄
Create Freshworks CRM (Freshsales Suite) contacts automatically from new Act! 365 entries
Every new contact created in Act! 365 immediately triggers a corresponding contact creation in Freshworks CRM (Freshsales Suite). Eliminate manual copying and keep your sales pipeline up to date without lifting a finger.
📋
Sync all contact details and custom fields across platforms
Capture phone numbers, email addresses, and specific notes from Act! 365 and populate every corresponding field in Freshworks CRM (Freshsales Suite). Your CRM records remain detailed and complete from the first interaction.
🔔
Notify your sales team instantly whenever a contact is created
Alert your representatives the moment a fresh contact enters Act! 365 and populates Freshworks CRM (Freshsales Suite). Ensure quick outreach and higher conversion rates on every inbound lead.
🔀
Route contacts based on specific criteria or field values
Send high-value contacts to priority queues in Freshworks CRM (Freshsales Suite) based on Act! 365 data. Tailor your follow-up workflows according to the exact parameters submitted by the lead.
📝
Update existing records as contact information changes
Reflect any modifications made in Act! 365 directly within Freshworks CRM (Freshsales Suite) in real time. Maintain consistent contact details across your entire software stack.
🔍
Prevent duplicate entries with intelligent record matching
Search existing records in Freshworks CRM (Freshsales Suite) before creating a new contact from Act! 365. Update existing profiles or create new ones cleanly to keep your database pristine.
📈
Manage deal stages and task completions dynamically
Trigger automated updates in Freshworks CRM (Freshsales Suite) when contacts progress through their lifecycle in Act! 365. Keep tasks and deal stages perfectly synchronized.
🌐
Connect external tools like Google Sheets or Slack for complete workflows
Trigger secondary notifications in Slack or log data in Google Sheets alongside your Act! 365 and Freshworks CRM (Freshsales Suite) sync. Build multi-step operations that span your entire tech stack.
And much more...

Who is Act! 365 + Freshworks CRM (Freshsales Suite) integration for?

Sales and marketing teams rely on Act! 365 and Freshworks CRM (Freshsales Suite) to manage contacts, but manual data entry causes missed leads and delayed outreach.

Sales managers
Sales managers
Business development reps
Business development reps
Account executives
Account executives
Marketing directors
Marketing directors
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Sales managers
You're tracking Act! 365 contact pipelines every morning, but records lag behind until someone manually copies them over, so your deal reports are always out of date — with this integration, every new contact syncs instantly and your pipeline dashboard remains current.
⚡
Business development reps
You wait for Act! 365 alerts to reach out to inbound prospects, but manual entry delays your first response, so hot leads go cold before you call — automating both apps means every contact populates instantly and you connect with buyers while they are still engaged.
🤝
Account executives
You coordinate client handoffs from Act! 365 campaigns, but missing CRM details force you to chase colleagues for context, so initial discovery calls start unprepared — this integration means every contact detail transfers automatically so you walk into calls fully informed.
📊
Marketing directors
You generate high volumes of Act! 365 campaign contacts, but your sales team cannot keep up with manual CRM entry, so leads slip through the cracks — this integration means every record creates automatically and no marketing investment gets wasted.
⚙️
Operations specialists
You depend on downstream Freshworks CRM (Freshsales Suite) records to trigger fulfillment tasks, but upstream data entry errors stall your workflow, so operations fall behind schedule — automating both apps means every record matches perfectly and work flows downstream without friction.
🗂️
Customer success leads
You review Act! 365 history to understand customer backgrounds, but fragmented contact records leave blind spots in their timeline, so onboarding starts with incomplete data — connecting these apps means every interaction stays logged and your history remains completely accurate.
Try This Integration – No Code Neededarrow right
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 + Freshworks CRM (Freshsales Suite)

Build and manage your Act! 365 + Freshworks CRM (Freshsales Suite) 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 + Freshworks CRM (Freshsales Suite) 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
Connect Act! 365 + Freshworks CRM (Freshsales Suite) Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Act! 365 + Freshworks CRM (Freshsales Suite) Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Act! 365 to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Act! 365 to Freshworks CRM (Freshsales Suite) using 1-click automation setup on Integrately alongside Gmail, Slack, and Google Sheets.
How can I automatically sync new contacts between Act! 365 and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Act! 365, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Act! 365 handle contact creation for this integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) manage contact updates during synchronization?
Frequently Asked Questions
Can I set up this Act! 365 and Freshworks CRM (Freshsales Suite) automation without writing code?
Frequently Asked Questions
Is the Act! 365 and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Act! 365 or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to marketing, email, and productivity tools to capture leads and drive campaigns.
See All
Act! 365 Integrations arrow right
No popular apps found
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync Freshworks CRM (Freshsales Suite) with analytics, billing, and communication platforms to accelerate deal closing.
See All
Freshworks CRM (Freshsales Suite) Integrations arrow right
No popular apps found