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Act! Premium Contact Link

Swiftpage ACT! LLC
Easily identify or add email recipients as contacts in Act!

Affordable and easy to use, Act! is the trusted solution to help individuals, small businesses, and sales teams organize prospect and customer details in one place, send emails, market products and services more effectively, and drive sales results. With the Act! Premium Contact Link, stay productive by interacting with Act! Contact details right inside of Outlook.

Streamline your workflow, save time, and ensure you maintain a complete record of all customer and prospect interactions with Act! Premium for Outlook®. This essential tool enables users of Outlook® and Act! to quickly and easily identify Outlook email recipients as contacts in Act! or add new contacts to Act! directly from an Outlook® email.

Users of Act! Premium for Outlook® can see past interactions with known email contacts directly from within Outlook®, including Activities and History items. Act! History records are created from communications in Outlook®, with the text of the email being attached to all contact records. Additionally, users can create and schedule Act! To-Dos with known contacts in the email.

Use of Act! Premium for Outlook® requires an active subscription to Act! Premium or an active Business Care agreement.

System Requirements/Compatibility

Office 2013, Office 2016 PC, OWA app for iPad & iPhone

Outlook Web Access

Outlook.com

Setup and Configuration Notes

Requires installation and set-up of the Act! v18 Web API via an Act! Premium Web server.

The Web API site must be secure, and the web administrator must have a signed certificate for the Web API site.

Once set up, the ​add-in user will be given a connection url to use when they log in to their Act! database.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access personal information on the active message, such as sender names, recipient names, email addresses, message body, and attachment information. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
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