
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Simplesat and ACT! 365
Get surveys in simplesat.
Get a questions in Simplesat.
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create a new team member in simplesat
Update a customer by ID.
Creates/updates a customer.
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To start, connect both your Simplesat and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplesat triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Simplesat data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Simplesat and ACT! 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Simplesat and ACT! 365. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn MoreAct! 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.
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