Act-On Contacts for Microsoft Dynamics is now available.
What's Changing
Act-On Contacts is an improved way of managing contact data within Act-On. Instead of multiple lists with duplicated contacts, you now have a single All Contacts list. Some of the advantages include:
- Segment leads & contacts combined, rather than on separate lists
- Consistent data schema for all contacts
- Single copy of a contact - no more duplicates and data discrepancies
- Improve UI for managing contacts and segments, including tags, folders, subfolders, and drag & drop organization
- Better reporting on the total # of unique contacts and contact growth over time
- Manage adding/updating contacts via webhooks for easy integration into other systems
- AI Audience insights provide segmentation suggestions
Now, Act-On Contacts is compatible with integrated MS Dynamics CRM. Sync your leads and contacts with Dynamics automatically and take advantage of the benefits of Act-On Contacts.
When
This feature was released on June 27, 2024. If you are interested in activating All Contacts on your account, please sign up here. There is no additional charge.
Note: On-premise use of Dynamics is not yet supported but will be coming soon.
Customer Impact
Act-On Contacts can be used in conjunction with Marketing List for an easy transition. Upgrade tools are available to help you copy-over segmentation, point forms submissions to All Contacts, and upgrade automated programs to use All Contacts segments instead.