Act! + Halo Service Solutions
Create users in Halo Service Solutions from new Act! contacts
Find yourself having to manually duplicate user information in Halo after it is input into Act!? Now, this time-consuming process is done for you. This integration will add every new Act! contact to Halo as a new user, saving you time for more important work.
Find yourself having to manually duplicate user information in Halo after it is input into Act!? Now, this time-consuming process is done for you. This integration will add every new Act! contact to Halo as a new user, saving you time for more important work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create User
Creates a new User in Halo.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
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
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
TypeRequired
ContactRequired
Regarding
Details
Start TimeRequired
End TimeRequired
Private
About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Halo Service Solutions
Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.