When New contact is created in Act! 365 > Check condition > Create lead in Pipedrive
Act! 365 + Pipedrive Integration
Act! 365 + Pipedrive Integration
Integrate Act! 365 to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Create deals, add activities, update organizations, and alert your sales team automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Project is deleted in Pipedrive Instant- Project is created in Pipedrive Instant
- Project is updated in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
- Create contact in Act! 365
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Act! 365 + Pipedrive Integration
Create deals, add activities, update organizations, sync customer details, and notify your sales team, all in just one click.
Most popular automations
When Person is created in Pipedrive > Check condition > Create contact in Act! 365
Pipedrive + Act! 365 Integration
Create Act! 365 contact for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Act! 365 contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Act! 365 contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create Pipedrive person 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 - Pipedrive integration, anytime a new Act! 365 contact is created, an Pipedrive person 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 moreHowever, 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 - Pipedrive integration, anytime a new Act! 365 contact is created, an Pipedrive person 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.
Create Pipedrive note for new Act! 365 contact
Act! 365 + Pipedrive Integration
Create Act! 365 contact when Pipedrive person is updated
Pipedrive + Act! 365 Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act! 365 + Pipedrive flow
Sync your integrated data to email marketing tools, scheduling links, and spreadsheets to keep your pipeline moving. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Hubspot (4)
Hubspot (4) +
Google Sheets (4)
Google Sheets (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) A
P
M
Create a Pipedrive deal when a new contact is created in Act! 365, and add the subscriber to Mailchimp.
New Act! 365 contacts become Pipedrive deals and join your Mailchimp audience simultaneously without manual exporting.
P
A
M
When a Pipedrive deal is created, update the contact in Act! 365 and add a tag in Mailchimp.
Keep your Mailchimp tags updated whenever a new Pipedrive deal is logged from an Act! 365 contact.
P
A
M
When a Pipedrive deal stage is updated, update the contact in Act! 365 and update subscriber details in Mailchimp.
Reflect deal progression across Act! 365 and Mailchimp automatically as pipeline stages change.
A
C
P
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Use ChatGPT to analyze new Act! 365 contacts. If qualified, create a Pipedrive deal and add them to Mailchimp.
AI evaluates new Act! 365 contacts before creating Pipedrive deals and enrolling them in Mailchimp.
Supported triggers and actions for Act! 365 and Pipedrive
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Act! 365 + Pipedrive?
Streamline your sales pipeline by automatically syncing contacts, deals, activities, and updates across your systems without manual effort.
⚡
Create Pipedrive deals from Act! 365 contacts
Turn every new contact created in Act! 365 into an active Pipedrive deal instantly, removing manual handoffs between marketing and sales.
📝
Capture every submitted contact field
Map all available contact details and custom fields from Act! 365 directly into Pipedrive without losing critical information.
🔔
Alert your team the moment deals arrive
Send instant notifications to your sales channel or team members whenever a new deal is created from an Act! 365 contact.
🔀
Route records based on submitted criteria
Trigger different follow-up actions and deal assignments depending on the specific field values submitted by the prospect.
🔄
Keep destination records fully updated
Automatically sync stage updates, notes, and contact modifications between Act! 365 and Pipedrive in real time.
🛡️
Prevent duplicate records automatically
Search existing databases before creating new entries to ensure your Act! 365 and Pipedrive records remain clean and unique.
💰
Handle later deal status changes
Automate follow-up tasks and notifications when Pipedrive deals move to closed-won, closed-lost, or advanced pipeline stages.
🔗
Extend flows to connected third-party apps
Connect your Act! 365 and Pipedrive core pipeline to Slack, Google Sheets, Mailchimp, or Stripe for multi-step automations.
And much more...
Who is Act! 365 + Pipedrive integration for?
Sales managers, account executives, and revenue teams relying on Act! 365 and Pipedrive can eliminate manual data entry and keep pipeline records permanently synchronized.
Sales Managers
Account Executives
Revenue Operations Teams
Business Development Reps
Customer Success Leads
CRM Administrators
📈
Sales Managers
You're reviewing pipeline reports but your CRM records only update when someone manually exports contacts, so the deal counts you're forecasting against are always hours behind — with this integration, every new contact lands in your pipeline instantly and your data stays current.
🎯
Account Executives
You're managing inbound inquiries in Act! 365 while handling deals in Pipedrive, but manual re-entry causes delayed follow-ups — automating both apps means every lead creates a deal immediately so you can reach out first.
📊
Revenue Operations Teams
You're tracking customer journeys across disconnected databases, but missing contact updates create blind spots in your attribution — this integration means every record stays perfectly aligned across platforms.
💼
Business Development Reps
You're processing high volumes of inbound submissions by hand, but manual copy-pasting leads to fatigue and lost deals — with this integration, every submission populates your sales pipeline automatically.
🤝
Customer Success Leads
You're onboarding clients whose contact details change frequently, but outdated records stall your transition workflows — connecting these apps means contact data updates flow continuously without manual friction.
📋
CRM Administrators
You're spending hours troubleshooting duplicate contacts and mismatched deal stages between platforms, but manual cleanup is never-ending — automating both apps means your database maintains pristine data integrity.
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 + Pipedrive
Build and manage your Act! 365 + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act! 365 + Pipedrive Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Act! 365 to Pipedrive?
You can connect Act! 365 to Pipedrive in 1 click using ready templates or by asking Integrately AI to build your automation. You can also connect Mailchimp, Slack, and Google Sheets.
Can I automatically create Pipedrive deals from new Act! 365 contacts?
Can I connect Act! 365, Pipedrive, and Slack?
What is a good Zapier alternative for Act! 365 and Pipedrive?
How does Act! 365 handle contact creation events here?
How does Pipedrive deal stage updating work with Act! 365?
Do I need coding skills to automate Act! 365 and Pipedrive?
Is the Act! 365 and Pipedrive integration free?
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