Act! Sync+

Connect a mailbox

Connect Microsoft 365 Connect Google

Works with most email hosts (Fastmail, iCloud, cPanel/webmail, and more). Files email into Act! — calendar & contact sync aren't available over IMAP. If your provider uses 2-step verification, create an app password for this.

Connected mailboxes

MailboxProviderStatus

Outlook add-in

Adds an Attach to Act! button inside Outlook — manually file any email and create contacts or activities from it. Optional; auto-attach works without it.

Add to Outlook →

Easiest: have whoever manages your Microsoft 365 account add it once — it then appears in everyone's Outlook automatically. A just-for-me option is there too.

Your Act! connection

Where your emails get filed. This is your own Act! sign-in, so everything records under you in Act!.

Your Act! sign-in happens on your PC in the agent's setup wizard (below) — nothing to enter here.

Test your connection first — Save unlocks once it succeeds.

Set up on your PC

Two quick steps and your desktop Act! files email automatically — no database names or keys to type.

  1. 1
    Connect your mailbox
    Use Connected mailboxes above. ✓ connected
  2. 2
    Download & run the agent
    Run the installer — since you're signed in here, it links this PC automatically, then you connect Act! on your PC (nothing stored in the cloud).
    Trouble linking? Use a setup code instead
    Paste this setup code into the agent when it asks (valid 24 hours):
DeviceLast seenEnrolled

Email & Auto-Attach Settings

Log emails
Choose which emails are automatically logged.
Email Content
Choose how the email appears in Act!.
Attach original email
Keep the original email attached.
AI email summary
Add an AI summary, action items and key details to the top.
⏸ Paused — this month's usage limit was reached. Resumes next month.
Not enabled on this server yet.
Always on with the “AI Summary Only” content option.
Advanced
Attach internal emails
Include mail to/from Act! users.

Calendar & contact sync

Bring your mailbox calendar and contacts into Act! — kept up to date, no duplicates.

Calendar & contact sync needs a Microsoft 365 or Google mailbox — it isn't available for IMAP connections (IMAP carries email only).
Calendar sync
Mailbox meetings become Act! activities, linked to contacts. Two-way also pushes activities you create in Act! back to your calendar.
Private events
A private activity in Act! is only visible to you, even in a shared database. Sync never makes an event less private.
Advanced
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Contact sync
Match or create contacts, no duplicates — full fields + edits. Two-way also pushes your Act! contacts out to the address book.

Turn off Act!'s built-in calendar sync first — running two calendar syncs at once creates duplicates.

Activity

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Catch-up — bulk attach past emails

File older emails into Act! in bulk — to backfill from before the add-in was installed, or a stretch when auto-attach wasn't running. Already-filed emails, meeting invites, non-mail items and drafts are skipped automatically. Safe to re-run.

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From
To
Skipped automatically: no matching Act! contact · meeting invites & non-mail · unsent drafts · anything already filed. Files to all matched contacts using your default format.
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0
Attached
0
No match
0
Invites / drafts
0
Already filed

Billing

Plan
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Renews
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Seats
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Trial
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Invoices, payment method, and cancellation are managed in the Stripe billing portal.

Organization

Only an org admin can rename the organization.

Team

Members of your organization. Invite teammates to join under the same billing.

MemberRole

Your sign-in

This is also your login. Changing it signs you in under the new address.

Sign out everywhere

Signs you out of the dashboard and every Outlook add-in on all your devices, and revokes their saved sign-ins. Use this if a device was lost.

Email notifications

Which emails Act! Sync+ sends you. Trial reminders and team invites are always sent.