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Automated Import of Companys/Opportunities

New Member
Posts: 4
Country: USA

Automated Import of Companys/Opportunities

Sage ACT Premium 2012

Database on Windows SBS 2008

 

I was wondering if anyone experimented/found a way for automated imports from, say, an email? Or even pulling from text files out of a folder?

 

My company wants to find some way to turn our emails of people requesting quotes into records in ACT automatically.

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Automated Import of Companys/Opportunities

Silver Contributor
Posts: 1,813
Country: USA

Re: Automated Import of Companys/Opportunities

for automating import of emails from a web form. I like Web Response Grabber from Northwoods.  For automating iomport of lists to company or opoortunity, I like Oakmerge.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 4
Country: USA

Re: Automated Import of Companys/Opportunities

I'm assuming these are ACT Add-ons you're suggesting?

Silver Contributor
Posts: 1,813
Country: USA

Re: Automated Import of Companys/Opportunities

Yes  

 

http://www.crmaddons.com/p-25-web-prospect.aspx

 

http://www.oakmerge.com/

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Automated Import of Companys/Opportunities

itFetch Advanced will do both... read from emails and (if desired) create and link companies and opportunities
http://www.glcomputing.com.au/main/68/1