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Integrate Act!

How CyTrack Integrates with Act!

Act! Supported Version: Desktop version

CyTrack software is deeply integrated with Act! for unparalleled enrichment of customer experience.

As well as turning Act! into a powerful communications platform, you can instantly and automatically update with things like voice recordings, notes and history.

If you use Act!, you should see the Act! integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)

About Act!

With proven CRM and powerful Marketing Automation designed for small and midsized business, the possibilities are limitless. Act! provides the ultimate toolset to build relationships, maximize engagement, and drive business growth. Start today with the new Act! Growth Suite, an all-in-one sales and marketing platform designed to help you and your team successfully run and grow your business. By adding CyTrack’s software into the mix, you get an immediate uplift in customer experience.

Visit the Act! Website

Features of CyTrack's integration with Act!

Click to dial

Allows user to click on a number in the Act! contact fields and CyDesk will dial the number.

Caller lookup

CyDesk can lookup the Act! database based on the Caller ID and can show the Act! contact details (& account/company if applicable) in CyDesk.

Pop contact

CyDesk can tell Act! to display a contact record from either the name or number search.

Pop account

CyDesk can tell Act! to display an account record from either the name or number search.

Name search

User can select search in CyDesk and enter name details and CyDesk will search Act! and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Act! contact record, and also optionally send an SMS if CySMS is installed.

Log call history

CyDesk can optionally store details of the call in the Act! contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.

Attach voice recordings

CyDesk can optionally store a URL to the location of the voice recording file in Act!. Note the user has to enter a username and password to play the recording and access can be controlled by the CyTrack security manager.

Outbound call campaigns

Act! integration is compatible with CyCall outbound call centre module and allows marketing campaigns from Act! to be accessed directly from CyCall. If this is not available then the user can export CSV files from within Zoho and import into CyCall, or utilise our Business Process Manager that can automate this process and create a real-time feed of contact records from an external file and feed directly into CyCall campaigns.

Log call notes

Notes entered into CyDesk during the call can be stored in the Act! contact history together with the call history.

Log completion code

CyDesk allows for calls to be categorised by completion codes at the end of each call, optionally the completion code selected can update a designated field in the Act! contact record with a defined entry.

Want to know more about CyTrack's integration with Act!?

Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Act! integration questions...