Xact Smart Forms for Act! User Manual


What is Xact Smart Forms for ACT!

Smart Forms is an integration between the popular online form manager Wufoo and Act! Using Smart Forms you can easily import form results to Act!


All the features included in your Wufoo plan plus:

Standard plan:

  • Unlimited imports/updates
  • Ability to create or update Act! records from form entries
  • Notifications in Act! when there are new entries
  • Ability to override field values with custom text
  • Record import/updates to history and attach form entry
  • Attach files from a form entry to Act! Documents tab
  • Map multiple Wufoo fields to a single Act! field
  • Create an Act! Opportunity from a Wufoo form entry
  • Add contacts from a Wufoo form to a group in Act!
Pro plan:
All of the Standard features plus...
  • Ability to automatically import form data
  • Create an Act! activity from a Wufoo form entry

Product Roadmap:

Future development for the product is still under review and will be largely dependent on user feedback. Future features that may be added include the ability to:

  • Ability to automatically import form data
  • Ability to append form entries to Act! fields that already contain data
  • Attach Wufoo file uploads to Act! documents tab
  • Associate Wufoo file uploads with Act! Contacts or Opportunities