Turn Every Call Into An Act! Contact And Activity
Marlie AI answers your calls, qualifies leads, and creates Contacts, Histories, and Activities in Act! — so your follow-up cadence runs without manual data entry.
A modern phone front-door for the original SMB CRM
Act! has been the workhorse CRM for small businesses for decades. The data lives in Act! — Contacts, Histories, Activities, and Opportunities — but most phone leads never get logged because the calls happen in the field, after hours, or while the team is heads-down on work.
Marlie AI changes that. Inbound calls are answered, qualified, and pushed into Act! as Contacts with the right Group, Activity, and History. Your existing Act! follow-up process kicks off the moment the call ends — no manual entry, no missed leads.
What You Get with Marlie + Act!
Everything you need to connect your phone calls with Act! — fully automated, zero manual work.
Auto-Create Contacts
Every inbound caller is added to Act! as a Contact with name, phone, email, and the qualifying details Marlie collected.
History Logging
Every call appears as an Act! History entry on the Contact with summary, transcript, and a link to the recording.
Activity Scheduling
Marlie schedules follow-up Activities on the Contact so your reps know exactly when and why to call back.
Group & Tag Routing
Apply Act! Groups and tags based on call intent so the right segments and reports stay accurate.
Smart Deduplication
Returning callers update existing Act! Contacts instead of creating duplicates, preserving History and Opportunities.
Real-Time Sync
Contacts, Histories, and Activities appear in Act! within seconds of the call ending — your CRM is always current.
How It Works
Get up and running with Act! in minutes — no coding required.
Connect Act!
Authenticate Act! from the Marlie dashboard. Works with Act! Premium Cloud and supported on-premise deployments with API access.
Map Groups & Activities
Choose which Groups Marlie applies based on call intent, and which Activity templates fire when calls land.
Marlie Answers The Call
Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow and captures the data your team needs.
Act! Stays Current
New Contacts, Histories, and Activities land in Act! in real time so your follow-up process starts immediately.
Built for Real Scenarios
See how businesses use Marlie + Act! to capture more leads and streamline operations.
Insurance Agencies On Act!
An insurance agency uses Act! to manage policy holders and prospects but misses calls during quoting work.
Marlie qualifies each call, creates or updates the Act! Contact, schedules a follow-up Activity, and writes the History — agents see clean records ready for quote follow-up.
Local Service Businesses
A small services business runs Act! and wants every inbound lead routed into a follow-up Activity.
Marlie qualifies the lead, creates the Contact in the right Group, and schedules the next-step Activity automatically.
Consultants & Advisors
A consultant uses Act! to track prospects but takes most discovery calls between client meetings.
Marlie handles the discovery call, captures fit, creates a Contact with notes, and schedules a callback Activity at the right time.
Frequently Asked Questions
Common questions about the Marlie AI + Act! integration.
Which Act! editions are supported?
Can Marlie schedule Activities in Act! automatically?
Will Marlie create duplicate Contacts in Act!?
Can Marlie populate Act! custom fields?
Does this work with on-premise Act! deployments?
Are call recordings stored in Act!?
Other Integrations
Marlie AI connects with more than just Act!. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Act!?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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