Act! 365 + Microsoft Teams Integration

Integrate Act! 365 to Microsoft Teams in one click, or tell Integrately AI how you want each contact handled. Notify your team, create channels, search users, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
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2.
  • Act! 365
    Create contact in Act! 365
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams

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Ready Workflows Ready Workflows for Act! 365 + Microsoft Teams Integration

Notify your team about new contacts, create channels for deals, search users, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act! 365 + Microsoft Teams Integration

Send Microsoft Teams message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Act! 365 + Microsoft Teams flow

Sync your new contacts with CRM records, email campaigns, and payment trackers to keep your entire business aligned. Pick a combination and activate it in one click.

Act! 365
Microsoft Teams
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SalesforceSalesforce (6)
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HubspotHubspot (6)
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MailchimpMailchimp (6)
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CalendlyCalendly (6)
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Google DriveGoogle Drive (6)
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StripeStripe (6)
A
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When a new contact is created in Act! 365, create a contact in Salesforce, and send a channel message in Microsoft Teams
Act! 365 contacts flow into Salesforce immediately and your team hears about it in Microsoft Teams, eliminating manual data entry.
S
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When a new contact is created in Salesforce, create a contact in Act! 365, and send a channel message in Microsoft Teams
Salesforce leads appear in Act! 365 instantly while Microsoft Teams notifies your sales squad.
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When a contact is created in Act! 365, update the matching record in Salesforce, and create a channel in Microsoft Teams
Keep Salesforce updated from Act! 365 and spin up dedicated Microsoft Teams channels for new accounts.
S
A
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If a new Salesforce contact has enterprise status, create a contact in Act! 365 and alert the leadership channel in Microsoft Teams
Route enterprise Salesforce contacts to Act! 365 and notify leadership in Microsoft Teams.
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Use Claude to analyse every new Salesforce lead, create a contact in Act! 365, and post the brief in Microsoft Teams
Claude evaluates new Salesforce leads before logging them in Act! 365 and briefing Microsoft Teams.
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When a contact is created in Act! 365, create a Salesforce lead, log the row in Google Sheets, and notify your team in Microsoft Teams
Multi-app pipelines push Act! 365 contacts into Salesforce and Google Sheets while notifying Microsoft Teams.

Supported triggers and actions for Act! 365 and Microsoft Teams

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
Try it →
Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
Try it →
New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it →
Search user in Microsoft Teams
Searches for a user
Try it →
Get chat message in Microsoft Teams
Get chat message
Try it →
Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it →

What can you automate with Act! 365 + Microsoft Teams?

Streamline your sales pipeline and team communication with ready-made workflows connecting Act! 365 and Microsoft Teams.

What you can automate?
🔄
Sync new contacts between Act! 365 and Microsoft Teams
Automatically post channel messages in Microsoft Teams whenever a new contact is created in Act! 365. Keep your entire department aligned without lifting a finger.
📋
Capture every submitted contact detail
Map all available Act! 365 contact fields directly into your Microsoft Teams messages and connected databases. Ensure no piece of customer information gets left behind.
🔔
Alert the right person instantly
Send targeted channel messages and direct chats in Microsoft Teams the moment important Act! 365 contacts arrive. Speed up your internal response times.
🔀
Route records based on submitted criteria
Evaluate incoming Act! 365 contact attributes and direct them to specific Microsoft Teams channels or team members based on tier, region, or source.
📝
Keep records updated as details change
Automatically update contact information across your connected tools whenever changes occur in Act! 365 or Microsoft Teams.
🔍
Search and verify user identities
Look up users and channels in Microsoft Teams automatically during your Act! 365 workflows to ensure accurate message routing.
📅
Schedule online meetings for new contacts
Automatically create online meetings in Microsoft Teams whenever high-value contacts are created in Act! 365.
🚀
Extend workflows to external apps
Connect Act! 365 and Microsoft Teams with powerful third-party apps like HubSpot or Google Sheets to build complete multi-step business pipelines.
And much more...

Who is Act! 365 + Microsoft Teams integration for?

Sales teams, marketers, and account managers relying on Act! 365 can now streamline collaboration and communication across Microsoft Teams without missing a lead.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Performance marketers
You're running marketing campaigns and tracking conversions in Act! 365, but your collaboration channels only update when someone manually checks records, so the row counts you're reviewing are always hours behind — with this integration, every new contact syncs instantly and your data stays current.
⚡
Sales development reps
You depend on immediate lead alerts to call prospects while they're active, but notification delays mean you find out about new submissions hours later — with this integration, every contact creates an instant notification in your chat and your outreach begins right away.
🤝
Account managers
You coordinate onboarding projects and need to keep stakeholders informed of incoming clients, but tracking progress across separate tools creates confusion — with this integration, every new contact automatically triggers team channels so collaboration starts immediately.
📊
Operations directors
You oversee high volumes of daily client registrations, but manual data entry causes severe bottlenecks and missed records — with this integration, every contact flows seamlessly between databases and teams without manual handling.
🎯
Project coordinators
You manage downstream tasks that depend on upstream sales handoffs, but waiting for manual notifications delays your schedule — with this integration, every contact arrival triggers your team tasks automatically.
🗂️
Compliance officers
You require an unblemished audit trail of every customer interaction, but manual recordkeeping leads to missing gaps in your history — with this integration, every contact is logged immutably across your systems.
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Why choose Integrately to automate Act! 365 + Microsoft Teams

Build and manage your Act! 365 + Microsoft Teams 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 Teams 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
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2
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Frequently Asked Questions

How do I connect Act! 365 to Microsoft Teams?
Frequently Asked Questions
You can connect Act! 365 to Microsoft Teams in 1 click using ready templates on Integrately or by asking Integrately AI to build your custom flow with HubSpot, Google Drive, and 1,500+ other apps.
Can I automatically send Microsoft Teams messages when a new contact is created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Microsoft Teams?
Frequently Asked Questions
How does Act! 365 handle contact creation events during automation?
Frequently Asked Questions
Can Microsoft Teams notify specific channels when records update?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Microsoft Teams?
Frequently Asked Questions
Is the Act! 365 and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Microsoft Teams With 1500+ Other Apps

Act! 365
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Microsoft Teams
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