

Integrate Act! 365 with Zoho SalesIQ
Send information between Act! 365 and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Act! 365 and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow

To-do created
Triggers when a new to-do is created

Contact created
Triggers when a new contact is created

Opportunity created
Triggers when a new opportunity is created

Conversation completed
Triggers when a conversation is completed

Department created
Triggers when a new department is created to the specified portal

Conversation created
Triggers when a new conversation is created

Conversation participants added
Triggers when participants are invited to the chat

Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator

Conversation participants deleted
Triggers when a participant is removed from a conversation

Operator added
Triggers when a new operator is added

Conversation attender updated
Triggers when an operator picks up a chat

Conversation rated
Triggers when a conversation is rated

Conversation transfer initiated
Triggers when a conversation transfer is initiated

Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator

Conversation missed
Triggers when a conversation is missed
All Actions - Actions are the automated tasks

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create to-do
Creates a new to-do

Fetch contact by email
Fetches the details of an existing contact by email address

Create article
Creates a new article

Associate operators to department
Associates operators to the selected department

Send message to latest conversation
Sends a message to the latest conversation

Enable department
Enables the selected department

Disable department
Disables the selected department

Update operator status
Updates the status of an existing operator
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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