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How to Connect Act! with Otter.ai (2026)

Act!

★★★ 3.7
Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

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Otter.ai

Otter.ai

★★★★ 4.2
Ai Tools AI Voice & Audio

Otter.ai provides AI-powered meeting transcription and note-taking that works in real-time during Zoom, Google Meet, and Teams calls. It generates…

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About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Otter.ai: Otter.ai provides AI-powered meeting transcription and note-taking that works in real-time during Zoom, Google Meet, and Teams calls. It generates automated summaries, action items, and searchable transcripts for better team collaboration.

Key Features

Act!

  • Contact management
  • Opportunity tracking
  • Marketing automation
  • Custom dashboards
  • Mobile access
  • Integration

Otter.ai

  • Real-time transcription
  • meeting summaries
  • action items
  • Zoom/Meet/Teams integration
  • search
  • shared workspace

Pricing

Act!

Subscription $30-$50/user/month

Otter.ai

Freemium $0-20/mo

Detailed integration guide coming soon. We're researching the specific ways Act! and Otter.ai work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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