Supercharge Act 365 with Relevance AI
Act! 365 is a cloud CRM built as a Microsoft 365 companion, bringing sales and marketing tools like contact management, lead tracking, and deal pipelines into the inbox and mobile apps teams already use.
What your agents can do with Act 365
Pre-built Act 365 tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
Custom API call
Need something the pre-built steps don't cover? Call any Act 365 API endpoint directly with your connected account, using an API tool step.
Connect Act 365 in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Act 365 account
Add your Act 365 API key under Integrations. Sign in to Act! 365 and copy your API key and developer key from your account settings.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Act 365 tool step
Pick a Act 365 tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Act 365 to work in your agents
Connect Act 365 alongside 2,000+ other integrations and let your agents run the busywork.