Act! 365 + Smart Task Integration

Integrate Act! 365 to Smart Task in one click, or tell Integrately AI how you want each contact handled. Create tasks, assign project users, update collaboration boards, and track team progress automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Smart Task
    Contact is created in Smart Task Instant
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2.
  • Act! 365
    Create contact in Act! 365
  • Smart Task
    Create task in Smart Task
  • Smart Task
    Subscribe Webhook in Smart Task
  • Smart Task
    Search Tag in Smart Task
  • Smart Task
    Search Project in Smart Task
  • Smart Task
    Search User in Smart Task

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Ready Workflows Ready Workflows for Act! 365 + Smart Task Integration

Capture contacts, create tasks, assign team users, search projects, and keep collaboration aligned, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + Smart Task Integration

Create Smart Task task for new Act! 365 contact

Act! 365 and Smart Task are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Act! 365, do you also create a task in Smart Task? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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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 + Smart Task flow

Notify team members, send customer messages, log payment details, and schedule follow-ups across your entire toolstack. Pick a combination and activate it in one click.

Act! 365
Smart Task
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GmailGmail (4)
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SlackSlack (4)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
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Google DriveGoogle Drive (4)
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StripeStripe (4)
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Create a Smart Task task for every new Act! 365 contact, and send a notification email in Gmail
New Act! 365 contacts immediately generate a corresponding task in Smart Task while Gmail alerts your team, eliminating manual handoffs.
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Search user in Smart Task when an Act! 365 contact is created, and email the assigned owner in Gmail
Act! 365 contacts trigger a user lookup in Smart Task so Gmail can dispatch a direct assignment notice.
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Search project in Smart Task for new Act! 365 contacts, and send a summary email in Gmail
Match incoming Act! 365 contacts to specific Smart Task projects and notify stakeholders via Gmail.
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Subscribe webhook in Smart Task for new Act! 365 contacts, and confirm setup via Gmail
Establish real-time event tracking between Act! 365 and Smart Task with confirmation sent in Gmail.

Supported triggers and actions for Act! 365 and Smart Task

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 →
Smart Task
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
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Create task in Smart Task
Creates a new task
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Subscribe Webhook in Smart Task
Subscribes to a webhook
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Search Tag in Smart Task
Searches for a tag
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Search Project in Smart Task
Searches for a project
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Search User in Smart Task
Searches for a user
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What can you automate with Act! 365 + Smart Task?

Streamline your sales and project management by automating contact syncing, task creation, and team notifications.

What you can automate?
⚡
Sync new Act! 365 contacts to Smart Task instantly
Trigger automated task creation in Smart Task the exact moment a new contact is created in Act! 365. Eliminate manual data entry and keep your sales and project teams perfectly aligned.
📋
Capture all submitted contact fields and details
Map complete contact information from Act! 365 directly into Smart Task description fields. Ensure your team has every piece of customer data right inside their task view.
🔔
Notify the right team member immediately
Alert assigned staff via email or messaging channels the second a new contact triggers a task. Keep response times fast and ensure accountability across departments.
🔀
Route tasks based on submitted contact criteria
Send contacts to specific Smart Task projects or assign them to different team users based on custom field values submitted in Act! 365.
🔄
Keep collaboration boards updated continuously
Automatically update existing Smart Task projects and tags whenever contact details change in Act! 365. Maintain accurate records without manual oversight.
🛡️
Search records to prevent duplicate entries
Look up existing tags, users, or projects in Smart Task before creating new records, ensuring your workspace stays clean and free of redundant data.
⏱️
Manage follow-ups on status changes
Trigger secondary actions or task assignments when contacts move through different stages of your Act! 365 sales and marketing pipeline.
🔌
Extend your workflow to external apps
Connect Gmail, Slack, or other popular tools to your core Act! 365 and Smart Task automation for end-to-end business process coverage.
And much more...

Who is Act! 365 + Smart Task integration for?

Teams managing customer relationships and project execution benefit from instant contact syncing and streamlined task management.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Customer success leads
Customer success leads
📈
Performance marketers
You track campaign leads in Act! 365 but your team coordinates follow-ups in Smart Task, so manual handoffs lead to missed conversions — this integration means every new contact creates a task instantly and your pipeline stays current.
⚡
Sales development reps
You capture prospective clients in Act! 365 and need project boards updated immediately, but delayed data entry slows your outreach — automating both apps means tasks appear the moment a contact registers and your team engages leads without delay.
🤝
Account managers
You report on client onboarding progress to stakeholders, but stale records cause confusion during status reviews — with this integration, every contact change updates collaboration boards and your reports reflect real-time activity.
📊
Operations directors
You process high volumes of incoming Act! 365 contacts daily while staff struggle to keep task boards synchronized by hand — connecting these apps means every submission populates Smart Task automatically and operational bottlenecks disappear.
🎯
Project coordinators
You own the execution stage after sales hands off new Act! 365 contacts, but missing notifications leave your team waiting for work — this integration means tasks are assigned the second a contact is created and project kickoff begins immediately.
📋
Customer success leads
You maintain historical client records in Act! 365, but manual data gaps make it difficult to trace project milestones accurately — automating both apps means every contact and task links seamlessly and your historical records remain complete.
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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 + Smart Task

Build and manage your Act! 365 + Smart Task 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 + Smart Task 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
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3
Automation is ready
Setup an action from Trello
Connect Act! 365 + Smart Task 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
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Frequently Asked Questions

How do I connect Act! 365 to Smart Task?
Frequently Asked Questions
You can connect Act! 365 to Smart Task in 1 click using ready workflows or ask Integrately AI to build the automation and map the fields for you. Pair it with tools like Gmail, Slack, or Stripe effortlessly.
Can I automatically create Smart Task tasks from new Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, Smart Task, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Smart Task?
Frequently Asked Questions
How does Act! 365 handle new contact triggers in this integration?
Frequently Asked Questions
How does Smart Task manage project tasks and user searches?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Smart Task?
Frequently Asked Questions
Is the Act! 365 and Smart Task integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Smart Task With 1500+ Other Apps

Act! 365
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