Salesforce Integration - Start Here

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This integration connects Salesforce and Act-On, facilitating seamless data mapping and synchronization.

Bonus: This setup enables Act-On to provide the Salesforce sales team with better-qualified leads that are ready for sales efforts.

Follow the instructions in each article in order:

Step 1: Connect Salesforce to Act-On

Set up the connection between your Salesforce and Act-On accounts.

Step 2: Synchronize Salesforce 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 Salesforce and Act-On accounts.

When you have completed the integration, here is how you can access your Act-On data in Salesforce.

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