Running a sync in Data Management allows Act-On to pull your CRM's schema (data model) and will populate leads & contacts into your Audience Center All Contacts database. This data enables many Act-On features such as reports and segmentation.
A Marketing List sync can also be configured to import Contact and Lead records from your CRM into individual lists separate from the All Contacts database. Depending on how the sync is configured, you can also push data to the CRM. The use of marketing lists for CRM integration is a legacy feature. Using the All Contacts database is preferred.
Here is a breakdown of what each feature accomplishes within Act-On:
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Data Management Sync |
CRM Marketing List Sync (legacy) |
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Act-On Features |
A recurring sync enables the following features:
Selected fields in the CRM Administration page are used for:
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Marketing List Contacts can be used in Act-On for: |
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Data Pull |
CRM schema (entity and field metadata) for these entities*:
Email Opt-Outs (if checked) Note: It may be possible to customize your CRM settings to bring in additional entities. Please contact your Act-On account manager for details. |
Import a Marketing List of records for the following Object types:
Fields as selected in Pull-Update settings |
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Data Push |
Any data that changes in Act-On based on push update settings. Email Opt-Ins and Opt-Outs (if checked)** |
Updates field values as selected in Push-Update settings. |
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Scheduling |
Automatic (about once per hour) Streaming Push - when data changes in Act-On, it can be pushed to the CRM immediately. Note: New contacts are not automatically pushed to the CRM. Use a Form Push to CRM or Automated Program Create in CRM step if desired. |
Streaming Push - when data changes in Act-On, it can be pushed to the CRM immediately. Set a Schedule as often as every 4 hours to pull data from the CRM |
*Available Entities vary by CRM
**Opt-out syncing via Data Management is unavailable for SugarCRM