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.
Also useful: CRM and Zapier integrations.
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!?
Related Integrations
Marlie AI connects with more than just Act!. Here are a few closely related tools, or browse the full integrations catalog.
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.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
