Act! Premium helps organize all your prospect and customer details in one place so you can prioritize your day and market your products and services more effectively, driving sales results while creating customers for life.
You can trigger your Flow XO flows with the following Act! Premium tasks:
- New Contact
And as part of your integrated Flow XO flow you can use the following actions:
- Add, Update, Get and Delete a Contact
Connecting Your Account
You'll need to use some details given to you by Act! to connect your account - these are self explanatory and you'll be directed to them when you are on the 'Authorize the Service' step:
You'll then need to click 'Test Connection' to get the 'Connection succeeded.' message - you can then click 'Next' to continue configuring your Flow XO flow.
Any question on using this service we haven't answered? Contact us!
We don't have any known issues at the moment - everything should work just fine :)
Tell us how we can improve this service on our public Trello roadmap.