Sync Windows Phone 7 with ACT!

Sync ACT! contacts, calendar activities, contact notes and histories with Windows Phone 7

90-day money-back guarantee Free email & phone support Free updates Install on up to 3 PCs

You need CompanionLink Express or CompanionLink Pro!

Sync with Sage ACT!Sync Windows Phone 7 with your PC
Product Features Express Pro
Device Profiles 2 5
Realtime sync between ACT!, Outlook, and Lotus Notes -
Sync multiple folders/databases to the same device -
Sync ACT! Secondary Contacts -
Advanced activity mapping for ACT! - sync activities by type to the calendar or task list -

Learn more about CompanionLink Pro

Choose your sync method:

Sync via Windows Live Hotmail

Windows Phone sync via Windows Live Windows Phone sync via Google

How It Works

CompanionLink will sync ACT! contacts, calendar, and tasks with your Windows Live Hotmail account. This data will then sync automatically and over-the-air with your Windows Phone courtesy of Microsoft's free sync service. With our two-way sync, you have the freedom to edit information on your device, in your Windows Live Hotmail account, or in ACT!.

Looking for USB sync with Windows Phone? Click here.

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
      • Name
      • Addresses
      • Phone numbers
      • Email addresses
      • Birthdays
      • Contact photos
    • Contact notes and histories sync to the contact notes field in Google
    • Categories via ID/Status (for devices that support the category field)
    • Secondary contacts (Requires CompanionLink Pro )
  • Calendar
    • Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone or Google account
  • To-dos (sync to Google Calendar as untimed events)
    • NOTE: CompanionLink provides the option to sync ACT! to-dos with Google Tasks or Google Calendar. More info
    • Priorities
    • Due dates

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Sage ACT!.
  • A Windows Live/Hotmail account.
  • A Windows Phone 7 device with a wireless data connection (2G/3G/4G or Wi-Fi)

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher, including:
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial
  • Sage ACT! 2011-2012
    • Sage ACT! Premium
    • Sage ACT! Pro

Getting Started

  1. Install CompanionLink on your PC and configure it with your Windows Live username and password.
  2. Once configured, hit "Synchronize" and your data will sync between Windows Live and your PC.
  3. Configure your Windows Phone 7 device to sync with your Windows Live account.

How It Works

CompanionLink will sync ACT! contacts, calendar, and tasks* with your Google, Gmail, or Google Apps account. This data will then sync automatically and over-the-air with your Windows Phone courtesy of Google's free sync service. With our two-way sync, you have the freedom to edit information on your device, in your Google account, or in ACT!.

*Google currently does not sync Google Tasks to Windows Phone devices. More info .

Looking for USB sync with Windows Phone? Click here.

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
      • Name
      • Addresses
      • Phone numbers
      • Email addresses
      • Birthdays
      • Contact photos
    • Contact notes and histories sync to the contact notes field in Google
    • Categories via ID/Status (for devices that support the category field)
    • Secondary contacts (Requires CompanionLink Pro )
  • Calendar
    • Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone or Google account
  • To-dos (sync to Google Calendar as untimed events)
    • NOTE: CompanionLink provides the option to sync ACT! to-dos with Google Tasks or Google Calendar. More info
    • Priorities
    • Due dates

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Sage ACT!.
  • A Google, Gmail, or Google Apps account.
  • A Windows Phone 7 device with a wireless data connection (2G/3G/4G or Wi-Fi)

Supported versions of ACT!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher, including:
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial
  • Sage ACT! 2011-2012
    • Sage ACT! Premium
    • Sage ACT! Pro

Getting Started

  1. Install CompanionLink on your PC and configure it with your Google username and password.
  2. Once configured, hit "Synchronize" and your data will sync between Google and your PC.
  3. Configure your Windows Phone 7 device to sync with your Google account.

Screenshots

The CompanionLink home screen makes it easy to see an overview of your sync configuration.

Select the applications you wish to sync - CompanionLink gives you full control over your data.

Select different folders to sync with for each data type - CompanionLink works with your data structure.

"You literally saved me from hating my unsynchronized life as I moved from job to job, OS to OS, platform to platform. Thank you!"

Bill C
Customer

"CompanionLink is a great piece of software."

Terence B
Customer

"Just wanted to let you know how nice it is to have a product work better than expected."

John O
Customer

CompanionLink Professional
$129.95

CompanionLink Professional gives you advanced configuration options for working with multiple mobile devices and CRM databases.

We recommend Pro if you want to:

  • Sync multiple PC databases
  • Sync multiple devices
  • Advanced sync options for ACT!
  • Realtime sync between two PC databases

Buy now | More info

CompanionLink syncs ACT! contact notes and histories

Contact note items will appear on the handheld device prefaced by the text "(Note)".

Contact histories will appear prefaced by the text "(History)".

To enter a history item on the handheld device, create a contact note prefaced by text in the following format: "m/d/yyyy (History)".

Example:

1/18/2011 (Note) Meeting was held on merger of two...

Any text entered into the contact note that is not formatted as a history item will sync to ACT! as a contact note.

By default, CompanionLink only syncs contact notes from ACT!. You can enable synchronization of ACT! contact histories in CompanionLink, under Advanced Settings -> Note Options.

Why choose CompanionLink for ACT! synchronization?

  • Sync more than 2500 records to mobile devices.
  • Advanced functionality. Sync notes, histories, and opportunities. Link calendar activities to contacts. Option to map activities to your device's calendar or task list. Much more...
  • We don't host your data in the cloud for security reasons. We believe you own your data.
  • Sync with older versions of ACT! (as far back as ACT! 3.0).
  • DejaOffice (for Android and iOS) is a free and robust solution that replicates the ACT! experience on mobile devices.

Sync your PC tasks with Google Tasks

CompanionLink offers two options to sync tasks with Google:

  1. Tasks sync to Google Tasks. Your PC tasks sync to Google's native task list, however, Google currently does not sync tasks with any device.
  2. Tasks sync to Google Calendar. Your PC tasks sync to Google Calendar as untimed events. This allows your tasks to sync with your device via the calendar.

Both options are available in CompanionLink 5. If you rely heavily on tasks, we recommend using one of our other sync methods that syncs tasks directly with your device.