Act! 365 + SuiteDash Integration
Integrate Act! 365 to SuiteDash in one click, or tell Integrately AI how you want each contact handled. Sync contact details, create companies, alert your team, and track deals automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Company is created in SuiteDash- Contact is created in SuiteDash
- Project is created in SuiteDash
2.
- Create contact in Act! 365
- Create company in SuiteDash
- Create contact in SuiteDash
Trusted by experts at...
Ready Workflows for Act! 365 + SuiteDash Integration
Capture contacts, create companies, keep records updated, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Act! 365 + SuiteDash flow
Connect essential email, billing, and communication tools to your core CRM and business platform setup. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) A
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Send a welcome email in Gmail whenever a new contact is created in Act! 365, and create a company in SuiteDash
New Act! 365 contacts immediately receive a welcome email in Gmail and a company is set up in SuiteDash without manual data entry.
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When a company is created in SuiteDash, send a notification email via Gmail and add a contact in Act! 365
Notify stakeholders via Gmail and ensure your Act! 365 database stays updated whenever a SuiteDash company is created.
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Use Claude to summarize new Act! 365 contact inquiries, email the brief via Gmail, and create a company in SuiteDash
Analyze Act! 365 contact inquiries with Claude, email the executive summary via Gmail, and record the account in SuiteDash.
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When a project is created in SuiteDash, email the project plan via Gmail and create a contact in Act! 365
Send project details via Gmail and update your Act! 365 records automatically whenever a SuiteDash project is created.
Supported triggers and actions for Act! 365 and SuiteDash
Mix and match to build the exact automation you need
Act! 365 Triggers & Actions
What can you automate with Act! 365 + SuiteDash?
Streamline your sales and operations by connecting customer records, project creation, and team communications across both platforms.
🔄
Sync new contacts into company profiles
Automatically generate a corresponding company record in SuiteDash the moment a new contact is created in Act! 365. Eliminate manual data transfer between your CRM and business software.
📋
Capture every submitted contact field
Map all custom contact details and form answers directly into SuiteDash instead of just basic names and emails. Your operational database remains comprehensive and ready for action.
🔔
Alert your team instantly on new signups
Send immediate notifications to your team whenever a contact is created in Act! 365 or a company is established in SuiteDash, ensuring fast internal response times.
🔀
Route records based on submitted criteria
Send enterprise leads to priority channels and standard contacts to general workflows depending on specific field values submitted in Act! 365.
🔄
Keep operational records up to date
Automatically update existing SuiteDash company profiles whenever contact details or customer information change in Act! 365.
🛡️
Prevent duplicate records automatically
Check existing databases before creating new entries, ensuring your Act! 365 and SuiteDash platforms remain clean and free of duplicate profiles.
📊
Handle project and status milestones
Trigger automated follow-ups and record updates whenever a new project is created or updated in SuiteDash.
🔌
Extend workflows to external apps
Connect your core Act! 365 and SuiteDash flow with Slack, Gmail, or Stripe to trigger invoices, emails, and team alerts in a single multi-step pipeline.
And much more...
Who is Act! 365 + SuiteDash integration for?
Connecting Act! 365 and SuiteDash helps growing businesses eliminate manual data entry, streamline client onboarding, and keep operational records perfectly synchronized.
Sales Directors
Support Managers
Client Success Leads
Operations Coordinators
Account Executives
Finance Officers
📈
Sales Directors
You review pipeline reports to make strategic decisions, but your sales numbers are always stale because reps manually export contacts from Act! 365 into SuiteDash — with this integration, every new contact syncs instantly and your pipeline reports reflect real-time data.
⚡
Support Managers
You need to act fast on new client inquiries, but you find out about them too late because contact details sit unassigned in Act! 365 before reaching SuiteDash — with this integration, every inquiry routes instantly so your support team can respond without delay.
🤝
Client Success Leads
You answer to key clients who want to see immediate progress, but tracking onboarding tasks across disconnected platforms causes frustrating delays — with this integration, project updates flow seamlessly so stakeholders always see accurate progress.
🔄
Operations Coordinators
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed follow-ups between Act! 365 and SuiteDash — with this integration, high-volume data handling is fully automated and records populate without manual intervention.
📋
Account Executives
You own the closing stage and depend on upstream teams to hand over lead details from Act! 365, but information often gets lost in transit — with this integration, every contact and company record transfers automatically for a smooth handoff.
🗂️
Finance Officers
You need a reliable history of customer records and keep finding gaps in your client database due to manual entry errors between systems — with this integration, clean, complete audit trails are maintained across Act! 365 and SuiteDash.
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 + SuiteDash
Build and manage your Act! 365 + SuiteDash automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + SuiteDash 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 + SuiteDash Now 
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Frequently Asked Questions
How do I connect Act! 365 to SuiteDash?
You can connect Act! 365 to SuiteDash in 1 click using ready templates or Integrately AI. Pair it with Gmail, Slack, and Stripe for a complete workflow.
Can I automatically create a SuiteDash company when an Act! 365 contact is created?
Can I connect Act! 365, SuiteDash, and Slack?
What is a good Zapier alternative for Act! 365 and SuiteDash?
How does Act! 365 handle contact creation triggers?
How does SuiteDash handle company creation actions?
Can I automate this workflow without coding?
Is the Act! 365 and SuiteDash integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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