Gro CRM + Act! Integrations
How to connect Gro CRM + Act!
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Create AccountCreate a new account.Action- Create ContactCreate a new contact.Action
Auth TestTests authentication by getting 1 contact.Trigger- New ContactTriggers when a new contact is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- Add ActivityAdds an activity to a contact.Action
- Add NoteAdds a note to a contact.Action
- Add OpportunityCreates a new opportunity.Action
- Act!
Creates a new contact.
Scheduled
Action
- Act!
Adds a history to a contact.
Scheduled
Action
- Act!
Creates a new group.
Scheduled
Action
- Act!
Updates a new contact.
Scheduled
Action
- Act!
Finds or creates a contact.
Scheduled
Action
- Act!
Looks up groups in Act!
Scheduled
Action
- Act!
Find or Update or Create Contact
Scheduled
Action
- Act!
Find or Create Contact
Scheduled
Action
- Act!
Find or Create Contact
Scheduled
Action
- Act!
Looks up groups in Act!
Scheduled
Action
How Gro CRM + Act! Integrations Work
- Step 1: Authenticate Gro CRM and Act!.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Gro CRM
Gro CRM is the Mac CRM small business platform that will accelerate growth. Built exclusively for the Apple small business market.
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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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