Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
CRM (Customer Relationship Management)
Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Auth Test
Tests authentication by getting 1 contact.
New Contact
Triggers when a new contact is created.
Contact Search Field
Dropdown for searching a contact.
Metadata Trigger
Metadata drown down.
New Group
When a new Group is created in Act!
New History
This trigger when a new history is added to Act!
New Opportunity
Triggers when a new opportunity is created.
Opportunity Stage Dropdown
Triggers when opportunity stage is dropped down.
Add Activity
Adds an activity to a contact.
Add Note
Adds a note to a contact.
Add Opportunity
Creates a new opportunity.
Add Contact
Creates a new contact.
Add History
Adds a history to a contact.
Add Group
Creates a new group.
Add Contact to Group
Adds a contact to a group.
Update Contact
Updates a new contact.
Find, Update or Create Contact
Finds, updates or creates a contact. Note that you'll only see an option to create a contact. If you check this, the contact will be updated if it is found.
Find or Create Contact (Old)
Finds or creates a contact.
Find or Create Contact
Finds or creates a specific find contact dynamic.
Find Group
Finds or creates a specific searchgroups.
Find or Update or Create Contact
Finds or creates a specific augment contact.
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