Your CRM already helps you measure sales activity and see your pipeline. Connecting it to Act-On extends that visibility across the whole funnel - from the moment a lead comes in to the moment the opportunity closes and they become a customer.
Why this matters: Without this connection, marketing and sales end up working from two different pictures of the same prospect. Connecting your CRM keeps lead data, campaign attribution, and pipeline reporting in sync on both sides.
Instructions
To initiate the connection between Act-On and your CRM, follow the steps below:
- Click Settings, and select Connectors.
- Click the CRM menu, and choose from one of the CRMs listed.
- Connect your CRM to Act-On.
Available CRMs
Click on the available CRMs below to install the CRM package for Act-On.
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