Xact Smart Forms for Act!

How does your business capture leads from the web?

If you’re like most businesses you have probably contracted a web developer to build, modify and maintain your online forms, and have assigned one of your employees the task of manually re-entering the data into Act! each time a new entry is received. This is time consuming and open to error. 

There is a better way!

Smart Forms is an integration between the popular Wufoo Online Form Builder and Act! that enables you to easily import form results without the need to re-type data. By integrating with Wufoo we can deliver the power of a mature online form builder and focus on the important stuff: integrating with Act!

Learn more about Wufoo here and check out the Smart Forms feature list below.

What you need

To get started you will need:

• A Wufoo subscription: Create your forms using the Wufoo online form builder; Wufoo offers a free account, and paid plans start from as little as US$14.95 per month (or US$129 / year). You can sign up to Wufoo via their website www.wufoo.com.
• Act! v12.0 or later
• Smart Forms connector: Smart Forms connects your Wufoo forms to Act! so you can easily import data without the need to manually enter it yourself. 

Features:

Standard Plan:     

• Unlimited imports/updates
• Ability to create or update Act! records from form entries
• Notifications in Act! when there are new entries
• Ability to override field values with custom text
• Record import/updates to history and attach form entry
• Attach files from a form entry to Act! Documents tab
• Map multiple Wufoo fields to a single Act! field
• Create an Act! Opportunity from a Wufoo form entry
• Add contacts from a Wufoo form to a group in Act!

Pro Plan:
All of the Standard features plus...

• Ability to automatically import form data
• Create an Act! activity from a Wufoo form entry

Pricing Options: