This integration connects your SugarCRM and Act-On, facilitating seamless data mapping and synchronization.
Bonus: This setup enables Act-On to provide the SugarCRM sales team with better-qualified leads that are ready for sales efforts.
Follow the instructions in each article in order:
Step 1: Connect SugarCRM to Act-On
Set up the connection between your SugarCRM and Act-On accounts.
Step 2: Synchronize SugarCRM Data to Act-On
Once the connection is established, this step involves importing your list, mapping fields, and configuring synchronization to update data between your SugarCRM and Act-On accounts.
- For Act-On accounts using Act-On Contacts follow these instructions:
Sync SugarCRM Data to Act-On Contacts
- For older Act-On accounts or if you have decided to use Marketing Lists follow these instructions:
Sync SugarCRM Data to Marketing Lists
Step 3: Access Your Act-On Data in SugarCRM
Install the Act-On package for SugarCRM.
Also see Post SugarCRM Integration Options & Troubleshooting.
This integration is for SugarCRM v7.10 or later (which has the API version 11 or later. For more information see this SugarCRM support page).