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.
- For Act-On accounts using Act-On Contacts follow these instructions:
Sync Salesforce Data to Act-On Contacts
- For older Act-On accounts or if you have decided to use Marketing Lists follow these instructions:
Sync Salesforce Data to Marketing Lists
When you have completed the integration, here is how you can access your Act-On data in Salesforce.