With Trengo's Integration Hub, connecting your Act! account to your Trengo Inbox is a breeze. Please ensure you are an Admin in both Trengo and Act! before proceeding.

1. Navigate to Trengo Settings, then select 'Settings', followed by 'Integrations'.

2. Select 'CRM', then click the 'Act!' card to open the description interface.

3. Click 'Install Integration' in the top right corner to open the installation modal.

4. Enter your information in the required fields:

  • Instance URL: if you are on a Basic plan, use 'https://apius.act.com' (without the '/act.web.api'). If you are an Act! Premium Cloud users, please refer to the support section in your Act Account to find the Instance URL.
  • Enter your 'DataBase name'.
  • Enter the credentials (login and password) for the Admin user
  • Domain URL field - enter the URL that is specific to your organisation in Act. This is usually a so-called 'Admin URL' or 'Domain URL'.

5. Click 'Install Integration'.

6. Congratulations! You can begin using Act! and Trengo together in your Inbox!

ℹ️ Please note that there are two tabs available in the Act integration in the right side bar: Contacts (detailed contact information from your CRM) and Opportunities (detailed information about potential deals with the contact).