Act! + EasyCSV

Act! + EasyCSV integrations

Import new rows from EasyCSV and add as contacts in act

Easily manage and expand your business contacts with this focused workflow. When you import a new row into your EasyCSV spreadsheet, your contacts' details will be automatically added to your Act! app. This ensures every contact in your list is effortlessly stored in Act!, aiding you in streamlining your customer relationship management. Enhance your networking operations with this simplified data import process.

When this happens...
New Spreadsheet Row ImportTriggered for every row/record in a spreadsheet being imported.
TriggerInstant
automatically do this!
Add ContactCreates a new contact.
ActionWrite

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More things you can do with EasyCSV and Act!

Discover other triggers and actions you can use with EasyCSV and Act!

New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Trigger
Instant
Try It
- CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)
  Required
- CSV Filename (optional)
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Contact
  Required
- Note Text
  Required
- Private
Action
Write

- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
  Required
- Description
Action
Write

- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Trigger
Instant
Try It
- CSV File
  Required
- File Includes Headers?
  Required
Action
Write
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Contact
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- Type
  Required
- Contact
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- Name
  Required
- Description
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

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Related categories

CRM (Customer Relationship Management)

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About EasyCSV

EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.

Learn moreLearn moreHelpHelp

Related categories

Spreadsheets