Getting Started with
Act!

Welcome to Act!

Please select your product below to begin.

New to Act! in the Cloud?
Get up and running in minutes.

Connecting your email and calendar to Act! will save you hours of busywork every week.

If you’re using Outlook or Gmail, follow the three steps below to connect your email, calendar, and contacts in a few clicks. See how Act! starts working for you by capturing communications, organizing relationships, and powering your productivity.

01

Integrate Your Email

Integrate your Gmail or Outlook account by watching the short video or following the four steps below.
02

Confirm Your Calendar Setup

Review the Act! calendar to view imported calendar events.
03

Confirm Contact Import

Review your contacts in Act! to view imported contacts.

Check out this recorded demo to learn how to import your existing contacts and calendar events,
and capture email exchanges directly in Act!.

If you’re using APC or if you don’t use GSuite or Outlook, click here for quick steps to import your data.

To Integrate Your Outlook or Gmail

1. Select Email/Calendar integration from the tools dropdown menus.

2. Choose your email provider. Enter your email address.

3. Select the services you wish to sync with Act! (e.g. emails, contacts and calendar events).

4. Follow the prompts to sign in to your email account and a confirmation message will appear indicating your email account is connected with Act!

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We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.

Need Additional Help?

Act! Resource Center

Visit our Resource Center for access to the Act! Training Library, Knowledge base, and more.

Additional Resources

Check out these additional resources to learn more and get started with Act! in the Cloud.

Request a Demo

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