Act! Essentials CRM Integration: Save new leads from Outgrow in Act! Essentials CRM

Learn how to integrate your Outgrow calculator or quiz with Act! Essentials CRM using our Zapier integration.

If you want to create or update the contact info of leads generated through your Outgrow calculator/quiz with Act! Essentials CRM, you can use our Zapier Integration.

Here's what you'll need to get started if you choose zapier:

Steps:

  • Getting your accounts ready
  • Connecting your accounts

Getting your accounts ready

To connect your Outgrow account to Act! Essentials CRM, you will need an active Outgrow account, and a live calculator or quiz. For help getting started with Outgrow, click here. For more information on how to get started with Act! Essentials CRM on Zapier, you can start here.

Connecting your accounts

Click here to save new leads from Outgrow as new leads to Act! Essentials.

1. Choose your Outgrow account from the list of accounts, or connect a new account.z

2. To connect a new Outgrow account you will need to plug-in the API key for your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.

3. Choose the calculator/quiz that you wish to use from the drop down.

4. To get started you need to select an Act! Essentials trigger that will be activated once a new lead is added from Outgrow. In most cases, you choose to add a new contact.

5. Then add an Act! Essentials CRM account in your Zap.

6. Allow access to Zapier to update and add contacts in your Act! Essentials CRM account.

7. Click Save + Continue to test the trigger.

9. Then select what type of action you would like to be activated in Act! Essentials CRM when a new lead is created in Outgrow. In most cases, you choose the Create New Contact.

10. Click Save + Test to test the zap.

Once you’re satisfied with the results, new entries from your selected Outgrow calculator or quiz will automatically create a corresponding Act! Essentials CRM Contact.

Note: If you ever want to change this Outgrow and Act! Essentials CRM integration, just go to your Zapier dashboard and tweak anything you'd like.