Act-On Contacts CRM Enhancement: Field Level Push Policies (Released)

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Act-On Contacts users syncing with a CRM can now control, field by field, whether Act-On is allowed to overwrite that data in the CRM - instead of the all-or-nothing two-way push that was the default before.

Why this matters: Full two-way sync is convenient until it overwrites a CRM field you didn't want touched. Field-level push policies let you keep the fields you want under CRM control while still letting Act-On update everything else, which removes a real blocker for teams migrating fully into All Contacts.

What's Changing

Act-On Contacts users who sync with a CRM now have greater control over what fields Act-On can overwrite in their CRM.

The default setting is a 2-way push, meaning that the CRM will update Act-On, and Act-On will update the CRM if data in a mapped field changes.

Users can now change the default to a 1-way push, meaning Act-On will not overwrite any data in the CRM. Users can also change the setting on a per-field basis to control which fields Act-On is allowed to update.

CRM Field level push policy.jpg

When

This feature is generally available to Act-On Contacts users as of October 19, 2023.

Customer Impact

The ability to have granular field-level control has been a request of many Act-On Contacts users and for some, this has blocked the ability to fully migrate away from marketing lists and into the single All Contacts environment. This new feature will help customers take full advantage of the new All Contacts features while maintaining control over their CRM data.

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