Act! 365 integration
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app, or wherever work takes you.
Set up Act! 365 in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Act! 365 account
In Relevance AI, open Integrations and add Act! 365, then paste your API key. You will find it in your Act! 365 account settings.
3
Call Act! 365 from an agent
Create a tool and add an API tool step. Your agent can call any Act! 365 endpoint using the account you just connected.
Put Act! 365 to work in your agents
Connect Act! 365 alongside 1,800+ other integrations and let your agents run the busywork.