Act! 365 Integration
Connect Act! 365 to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the Act! 365 integration
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you. With Arahi AI, you can connect Act! 365 to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
Act! 365 automation use cases
- Lead enrichment at ingest
- When a new lead lands in Act! 365, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from Act! 365 to a Slack channel the instant they cross a threshold.
- Meeting notes → Act! 365 contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching Act! 365 contact.
- Duplicate contact deduping
- Flag and merge duplicate Act! 365 contacts as they appear instead of quarterly cleanup sprints.
Act! 365 workflow examples
- Create Act! 365 contact from Outlook email
A received email in Outlook from an unknown sender creates a matching Act! 365 contact and drops a task on the rep to qualify them by end of day.
Outlook unknown sender creates Act! 365 contact plus rep task.
- Sync Act! 365 deals into Google Sheets pipeline
A deal stage change in Act! 365 updates the corresponding row in a Google Sheets forecast so sales leadership always sees the live pipeline number.
Act! 365 deal stage change updates Google Sheets forecast row.
- Notify Slack when Act! 365 deal closes
Every closed-won Act! 365 deal posts a message with rep name, account, and amount into the #sales-wins Slack channel for the whole team.
Act! 365 closed-won posts deal summary to #sales-wins Slack.