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The Act! integration connects Continuum to your Act! account so you can import contacts and push meeting notes and tasks back to Act! from any meeting page. Act! is set up differently from most other CRM integrations: instead of an OAuth popup, you sign in with your Act! username and password in an in‑app form, and you pick the regional API endpoint that matches where your Act! tenant lives. For the universal connect/manage/disconnect mechanics, see the Integrations overview.

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Before you connect

  • Have your Act! username, password, and the region your Act! tenant runs in (this is the same region you sign into the Act! web app from).
  • The account you use needs permission to read contacts and create notes and tasks in Act!.

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Connecting Act!

1

Open Settings > Integrations and click Connect on the Act! tile

An in‑app connection form appears (no popup window).
2

Pick your region

Choose the regional endpoint that matches your Act! tenant. Picking the wrong region will cause sign‑in to fail — if you’re not sure which to pick, look at the URL you use to sign into Act! on the web.
3

Enter your Act! credentials and connect

Enter your Act! username and password and click Connect.
4

Confirm

The tile updates to Connected and the Manage dialog opens with sync status. You’re done.
Continuum doesn’t store your Act! password — your sign‑in is used once to establish the connection and then discarded.

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What gets pushed to Act!

From a meeting in Continuum, click Push to CRM to send the meeting back to Act!. The push includes:
  • The meeting summary, organized by your meeting template
  • Notes you added before and during the meeting
  • Tasks (with due dates and assignees) generated from the meeting
  • Meeting metadata — date, time, attendees

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Importing contacts from Act!

Contacts don’t sync automatically the first time. To bring contacts in:
  1. Go to People in the left sidebar
  2. Click + New Contact > Import from CRM
  3. Pick the Act! contacts you want to bring in

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Disconnecting

Open Manage and click Disconnect. Contacts you’ve already imported stay in Continuum.

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Troubleshooting

Most often this is a region mismatch — the region you picked doesn’t match where your Act! tenant lives. Double‑check by signing into the Act! web app and comparing the URL.
Open Manage on the Act! tile and click Reconnect. Enter your new credentials to refresh the connection.
Act! is rolled out gradually. If you don’t see it, contact support and we can enable it for your workspace.