Act! 365 + Microsoft Dynamics 365 CRM Integration

Integrate Act! 365 to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync leads and contacts, update accounts, log deals, and alert your team automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • Act! 365
    Create contact in Act! 365
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for Act! 365 + Microsoft Dynamics 365 CRM Integration

Capture new contacts, update accounts, sync deals, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Act! 365 Integration

Create Act! 365 contact for new Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM - Act! 365 integration, anytime a new Microsoft Dynamics 365 CRM 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.
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Act! 365 + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM 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 - Microsoft Dynamics 365 CRM integration, anytime a new Act! 365 contact is created, an Microsoft Dynamics 365 CRM 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.
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Connect more apps to your Act! 365 + Microsoft Dynamics 365 CRM flow

Send contact updates to marketing tools, log records in cloud storage, and notify your team on messaging apps once your CRM sync finishes. Pick a combination and activate it in one click.

Act! 365
Microsoft Dynamics 365 CRM
+
MailchimpMailchimp (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SalesforceSalesforce (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
StripeStripe (4)
A
M
M
Add every new Act! 365 contact to Microsoft Dynamics 365 CRM, and add the subscriber in Mailchimp.
New Act! 365 contacts appear in Microsoft Dynamics 365 CRM as leads and sync to Mailchimp instantly.
M
A
M
When a Microsoft Dynamics 365 CRM contact is created, add the contact in Act! 365 and add a subscriber in Mailchimp.
New Microsoft Dynamics 365 CRM contacts update Act! 365 and enroll the subscriber in Mailchimp automatically.
M
A
M
When a Microsoft Dynamics 365 CRM contact is updated, update the contact in Act! 365 and update the subscriber in Mailchimp.
Contact details modified in Microsoft Dynamics 365 CRM update Act! 365 and refresh Mailchimp automatically.
A
M
M
Use Claude to analyse new Act! 365 contacts, create a lead in Microsoft Dynamics 365 CRM, and add them to Mailchimp.
Claude reviews new Act! 365 contacts before creating a Microsoft Dynamics 365 CRM lead and adding a Mailchimp subscriber.

Supported triggers and actions for Act! 365 and Microsoft Dynamics 365 CRM

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
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Create contact in Act! 365
Adds a new contact to the database
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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What can you automate with Act! 365 + Microsoft Dynamics 365 CRM?

Streamline your contact management and pipeline updates with powerful automated workflows between Act! 365 and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync new Act! 365 contacts to Microsoft Dynamics 365 CRM leads
Automatically create a new lead in Microsoft Dynamics 365 CRM the exact moment a contact is created in Act! 365, eliminating manual copying.
📋
Capture every submitted contact detail
Map all available contact fields from Act! 365 into corresponding Microsoft Dynamics 365 CRM attributes so no important notes are missed.
🔔
Alert your sales team immediately
Send instant notifications to team members or messaging channels the moment a valuable contact is processed.
🔀
Route records based on submitted data
Apply conditional rules to direct specific Act! 365 contacts to designated Microsoft Dynamics 365 CRM segments or account managers.
🔄
Keep Microsoft Dynamics 365 CRM updated on changes
Automatically update existing Microsoft Dynamics 365 CRM records whenever contact details are modified in Act! 365.
🛡️
Prevent duplicate records during sync
Search existing database entries before creating new records to ensure clean data without duplicate entries.
💳
Handle later status changes and updates
Trigger automated updates in Microsoft Dynamics 365 CRM when orders, opportunities, or cases change status.
💬
Extend your workflow to Slack
Connect your core CRM sync to Slack for real-time team announcements and collaborative follow-ups.
And much more...

Who is Act! 365 + Microsoft Dynamics 365 CRM integration for?

Connecting Act! 365 and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring sales and marketing teams maintain synchronized contact records and up-to-date pipelines.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
CRM administrators
CRM administrators
Business owners
Business owners
📈
Performance analysts
You're pulling contact reports from Act! 365 but your pipeline numbers only update when someone manually exports records, so the metrics you're reporting are always outdated — this integration means every new contact lands in Microsoft Dynamics 365 CRM instantly and your dashboards stay current.
⚡
Sales representatives
You need to follow up with incoming leads immediately, but waiting for manual contact transfers means you find out about prospects hours too late — automating both apps means every lead is created in Microsoft Dynamics 365 CRM the moment it arrives so you can reach out first.
🤝
Account managers
You answer to clients who expect up-to-date project tracking, but mismatched contact details across platforms lead to embarrassing communication errors — connecting these apps means your CRM data remains consistent across every client interaction.
📊
Operations teams
The volume of new contacts coming through Act! 365 is too high for anyone to keep up with by hand, leading to lost records and forgotten follow-ups — automating both apps means high-volume contact flows are processed without manual bottlenecks.
🔄
CRM administrators
You own the pipeline stage updates and depend on marketing to hand over clean contact data, but incomplete entries slow down your workflow — this integration means contact handovers happen automatically with all required fields mapped.
📁
Business owners
You need a reliable history of all customer interactions across your software stack, but manual record-keeping keeps leaving blind spots in your audit trail — this integration means every contact event is logged accurately across both platforms.
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Why choose Integrately to automate Act! 365 + Microsoft Dynamics 365 CRM

Build and manage your Act! 365 + Microsoft Dynamics 365 CRM 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 + Microsoft Dynamics 365 CRM 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.
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How Integrately Works?

1
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2
Connect Accounts
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Frequently Asked Questions

How do I connect Act! 365 to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Act! 365 to Microsoft Dynamics 365 CRM in 1-click using Integrately. Set up pre-built workflows or use Integrately AI to sync contacts with tools like Mailchimp, Slack, and Salesforce instantly.
Can I automatically sync new contacts from Act! 365 to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Act! 365, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Act! 365 handle contact creation for this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM process lead updates in this workflow?
Frequently Asked Questions
Can I automate workflows between Act! 365 and Microsoft Dynamics 365 CRM without coding?
Frequently Asked Questions
Is the Act! 365 and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Microsoft Dynamics 365 CRM
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