You may be confused about the Marketing List sync and the CRM entity settings in Data Management, and why you need to set up each sync.
Running a sync in Data Management allows Act-On to pull your CRM's schema (data model). This data enables many Act-On features such as reports and segmentation. This will not change data in your Marketing Lists, nor will it change data in your CRM (with exception to the Opt-Out sync).
A Marketing List sync will import Contact and Lead records from your CRM, which you can then use as Contacts in Act-On. Depending on how the sync is configured, you can update data in Act-On as well as the data in your CRM.
Here is a breakdown of what each feature accomplishes within Act-On:
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Data Management |
CRM Marketing List Sync |
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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 are 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)** |
Import a Marketing List of records for the following Object types:
Fields as selected in Pull-Update settings |
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Data Push |
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) Set a Schedule as often as every 4 hours |
Streaming Push (Netsuite and Salesforce) Set a Schedule as often as every hour |
*Available Entities vary by CRM
**Opt-Out syncing via Data Management is unavailable for SugarCRM.