What you can do with Act! CRM
Every task in plain language. Pick one, and we can help you get access.
410 things you can do
Act! CRM
Act! is a CRM and marketing automation platform built for small and mid-sized businesses, providing contact and activity management, opportunity tracking, email marketing, and pipeline reporting in cloud (Act! Advantage) or on-premises (Act! Premium Desktop) editions. The Act! Web API is a JSON-based REST API that exposes contacts, companies, groups, opportunities, activities, tasks, notes, histor
Customer Data Management
Replace a noteDelete a noteEdit part of a noteDelete a contact's noteAttach a contact to a noteDetach a contact from a note (deprecated POST)Detach a contact from a noteCreate a noteReplace a secondary contactDelete a secondary contactChange a few fields on a secondary contactAdd a secondary contactPromote a secondary contact to primaryLink several companies to a contact at onceUnlink several companies from a contactLink one company to a contactUnlink one company from a contactLink several companies to an opportunityUnlink several companies from an opportunityLink one company to an opportunityUnlink one company from an opportunityReplace a company recordDelete a companyChange a few fields on a companyCreate a companyChange who can access a companyUpdate a company web info linkLink one contact to a companyUnlink one contact from a companyLink several contacts to a company at onceUnlink several contacts from a companyAdd several contacts to a groupRemove several contacts from a groupAdd one contact to a groupRemove one contact from a groupLink several contacts to an opportunityUnlink several contacts from an opportunityLink one contact to an opportunityUnlink one contact from an opportunityReplace a contact's recordDelete a contactChange selected fields on a contactSet who can access a contactCreate a new contactDuplicate several contactsDuplicate one contactTurn hot lead alerts on or off for a contactUpdate a contact web info hyperlinkGet a noteList or search all notesList a company's notesList a contact's notesList a group's notes (deprecated route)List a group's notesList a deal's notes (deprecated route)List an opportunity's notesGet a secondary contactList a contact's secondary contactsList companies linked to a contactList companies linked to an opportunityGet a company's detailsList or search companiesList companies linked to an activityList companies linked to a custom entity recordSee who can access a companyList a company's divisionsList company web info linksList the contacts linked to a companyList the contacts in a groupList the contacts on an opportunityGet a contact's detailsList contacts linked to a custom entity recordFetch several contacts by their idsSee who can access a contactList or search all contactsList distinct contacts across several groupsFind contacts near a locationList contact web info linksGet my own contact recordDigital Marketing Management
Record a marketing automation emailGet a contact's campaign resultsList campaigns a contact receivedOpportunity & Pipeline Management
Link one opportunity to a companyUnlink one opportunity from a companyLink several opportunities to a company at onceUnlink several opportunities from a companyLink one opportunity to a contactUnlink one opportunity from a contactLink several opportunities to a contact at onceUnlink several opportunities from a contactLink one opportunity to a groupUnlink one opportunity from a groupLink several opportunities to a group at onceUnlink several opportunities from a groupReplace an opportunity's detailsDelete an opportunityChange a few fields on an opportunityReplace a sales process definitionDelete a sales processRename or tweak a sales processReplace a product line on an opportunityRemove a product line from an opportunityAdjust a product line on an opportunityReplace a pipeline stageDelete a pipeline stageAdjust a pipeline stageCreate an opportunityChange who can access an opportunityCreate a sales processAdd a product to an opportunityAdd a stage to a sales processList opportunities linked to a companyList opportunities linked to a contactList opportunities linked to a groupGet an opportunity's detailsGet a sales processGet one product line on an opportunityGet a pipeline stageConvert an opportunity filter into criteria JSONList or search opportunitiesGet several opportunities by idList opportunities linked to a custom entity recordSee who can access an opportunityList sales processesList products on an opportunityList all pipeline stagesList the stages of one sales processSales Performance Management
Get task list activities for a date rangeSummarize activities by userDrill into one user's activitiesGet leads generated by email campaignsGet opportunities from campaign leadsCount email campaigns sent in a periodGet email campaign resultsRun a custom aggregate query on a record typeDrill into one value of a custom queryGet e-marketing history for a date rangeGet KPI figures for a KPI groupCompare actual and predicted revenueForecast revenue by productDrill into one product's forecastForecast revenue by sales repDrill into one rep's forecastView the open opportunity pipelineQuery the pipeline with a filter in the bodyList the top open opportunitiesMeasure average time deals spend in each stageCount opportunities by close reasonList deals closed for a given reasonCount opportunities in each stageCompare revenue against costSummarize closed sales by productDrill into one product's salesSummarize closed sales by repDrill into one rep's salesCompare won and lost opportunitiesOther things you can do
Delete a database backup fileLoad demo dataRemove demo dataUpload a database backup fileCreate a database backupLock the database for maintenanceCreate a new databaseUnlock the databaseUpdate a documentDelete a documentCreate a documentDelete a phone number maskSet the default phone number maskLink a task to a contactUnlink a task from a contactComplete a single task and log historyReopen a single cleared taskComplete several tasks at onceReopen several cleared tasksReplace a recurring task seriesDelete a recurring task seriesPartially update a recurring task seriesReplace a task's detailsDelete a taskPartially update a taskCreate a taskDelete several tasksCreate a recurring task seriesCreate a task on behalf of another userSnooze task alarmsMark specific snoozed alarms as readMark all my snoozed alarms as readClear alarms on selected activitiesClear all of my task alarmsClear the alarm on one taskDuplicate a taskDuplicate several tasksEdit a task on behalf of another userResume a suspended webhookReplace a webhook's configurationDelete a webhookChange selected settings on a webhookCreate a webhookReset the token on my webhooksSuspend a webhookReplace a product's detailsDelete a productChange selected fields on a productCreate a productReplace an activity series (deprecated)Delete an activity series (deprecated)Partially update an activity series (deprecated)Create an activity series (deprecated)Attach a contact to a history itemDetach a contact from a history itemReplace a history entryDelete a history entryChange selected fields on a history entryLog a new history itemStart an import jobImport contacts from a prepared CSVAttach a file to an activityDelete an activity's attachmentAttach a file to a documentDelete a document's attachmentAttach a file to a history entryDelete a history entry's attachmentAttach a file to a noteDelete a note's attachmentUpload a templateSave my Insights dashboard layoutReset my Insights dashboard layoutSave my MyAct dashboard layoutReset my MyAct dashboard layoutSave a KPI viewSave my pipeline view settingsAdd a contact to several groupsRemove a contact from several groupsAdd a contact to one groupRemove a contact from one groupLink several groups to an opportunityUnlink several groups from an opportunityLink one group to an opportunityUnlink one group from an opportunityReplace a group's detailsDelete a groupPartially update a groupCreate a groupEdit a dynamic list's criteriaChange who can access a groupSet a user preference by idDelete a user preferenceSave a new user preferenceUpdate salutation and name affix settingsUpdate task preferencesUpdate duplicate-checking settingsUpdate a drop-down listDelete a drop-down listUpdate a field definitionDelete a fieldCreate a drop-down listCreate a custom tableCreate a custom fieldDelete a custom tableRefresh the metadata cache with a GETRefresh the metadata cache with a POSTUpdate my calendar preferencesCreate my calendar preferencesSave a custom entity record at a given IDDelete a custom entity recordCreate a custom entity recordCreate a custom task typeReplace a custom task typeDelete a custom task typePartially update a custom task typeUpdate several task types at onceReplace a teamDelete a teamChange part of a teamCreate a teamRefresh my email integration cacheDelete a userDelete a user (deprecated contact-info route)Update a user analytics view (deprecated)Delete a user analytics view (deprecated)Create a userConvert a contact into a userSave opportunity pipeline settings (deprecated)Allow a new CORS originRemove a CORS originDownload a database backup fileCheck demo data statusList database backup filesCheck the database lock stateList open database sessionsList a company's documentsList a contact's documentsList a group's documentsList an opportunity's documentsGet a documentList documentsList contact geolocation codesList countries with phone formatsList phone number masksGet a recurring task seriesGet a taskList tasksList a company's tasksList a contact's tasksList a group's tasksList an opportunity's tasksList recurring task seriesGet several tasks by IDList task prioritiesList my alarmed tasksCheck alarm state for tracked activitiesGet a webhookList webhooksGet a productList productsGet an activity series (deprecated)List activity series (deprecated)List history for an activityList history for a companyList history for a contactList history for a groupList history for an opportunityGet a history entryList all history itemsGet field mappings for an importCheck an import's resultsGet an activity's attachmentGet a document's attachmentGet a history entry's attachmentGet a note's attachmentCheck an attachment's upload statusGet a layout definitionList layout definitionsGet my Insights dashboard layoutGet my MyAct dashboard layoutGet a saved KPI viewGet my pipeline view settingsList a contact's groupsList an opportunity's groupsGet a groupList groupsList a custom entity record's groupsList groups associated with a groupGet a dynamic list's criteriaGet dynamic list field metadataList dynamic list operatorsGet a group's access levelsPreview companies a dynamic list matchesPreview dynamic list resultsPreview contacts a dynamic list matchesPreview groups a dynamic list matchesPreview opportunities a dynamic list matchesGet my preferencesGet salutation and name affix settingsGet task preferencesGet the task color paletteList fields usable for duplicate checkingGet duplicate-checking settingsGet a drop-down listGet a field definition for a record typeList allowed field data typesList all drop-down listsGet one item in a drop-down listList the items in a drop-down listList record types and custom tablesList fields across all record typesGet a field by id aloneList fields on a record typeGet a pick list for a record typeList pick lists for a record typeGet a history typeGet a history type by name (deprecated)List history typesList history types (deprecated route)List history types for an activity typeGet my calendar scheduleGet my calendar preferencesGet a custom entity recordList a custom entity's recordsGet a task type's regarding optionsList task typesGet a task typeGet a team's rosterGet a teamList all teamsFind contact IDs by business emailFind already-synced external IDsFind synced calendar UIDsList document history typesList document history types (deprecated)Get a document history type by nameGet a document history type by name (deprecated)List currency symbolsGet the database's culture settingsGet culture settings (deprecated route)Get the serial number and license countGet product and Web API versionGet a userList usersShowing 400 of 410. 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