Updates to Our Act! Premium Integration: Use Zaps to Update Contacts and Create Opportunities

An up-to-date customer list helps prepare your team for upcoming meetings, calls, and email exchanges. The latest updates to the Act! Premium-Zapier integration makes this prep work a breeze. Use the new Update Contact and Update Opportunity Actions to append meeting details from your other tools to your customer info in Act! Premium. That way, your sales team will have the latest info on hand to close the deal. To keep the momentum going, use the New Opportunity Trigger to kick off a Zapier workflow whenever a new deal is created in Act! Premium.

Plus, now when using the Find or Create Contact Search, you can search by fields other than email address, including by name and company. That way, you can search for contacts and update them with Zaps even if you don't know their email address.

What's New with the Act! Premium + Zapier Integration

New Trigger

• New Opportunity: Triggers when a new opportunity is created.

New Options for Search

• Now when using the Find or Create Contact Search, you can search by fields other than email address.

New Actions

• Update Contact: Updates a new contact.
• Add Opportunity: Creates a new opportunity.

How to Automate Act! Premium with Zapier

1. Make sure you have a Zapier account and an Act! Premium account

2. Try some pre-made Act! Premium integrations and learn more about how Act! Premium works with Zapier

3. Check out our Act! Premium help documentation for details on connecting your account and setting up your first Zap

4. Or login to build a custom workflow with Act! Premium and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Act! Premium with Zapier.