How do I add fields from my CRM to Act-On?

Once you have integrated your CRM and synced specific lists, you can easily add new fields to those lists whenever needed.

To get started, first ensure that your CRM data has synchronized recently. This allows Act-On to detect any new fields in your CRM. More information on this: CRM Administration Setup and FAQs

To add a CRM field to your contact list:

1. Navigate to Contacts > Marketing Lists
2. Click the drop-down next to the list in question
3. Choose Import/Export
4. Select CRM Sync Setup (the name will vary by CRM)
5. Click Add List Columns
6. Select the new fields you wish to import and click Save
7. If desired, click Run Now to import immediately