Syncing Opt-outs with a SugarCRM Account

Act-On Contacts can automatically sync Opt-Outs with the SugarCRM.

Setup Instructions

1. Go to Settings > Data Management and select the Sync Schedule tab.
   
   
2. At the bottom of this page, select the options for opt-outs:

   Pull Opt-Out from CRM

   Pulls in records from your SugarCRM with Email Opt Out and adds their email to the Act-On Opt-Out list. This sync does NOT process Opt-Ins. If a contact/lead is in the Act-On Opt-Out list and the Email Opt-Out field in SugarCRM is unchecked by a user, the record will not be removed from the Act-On Opt-Out list - this must be processed within Act-On manually. See instructions for re-subscribing a single contact.

   Push Opt-Out to CRM

   Pushes the entire Act-On Opt-out list to your SugarCRM account.

3. If desired, set the Synchronization Schedule for a recurring sync.
   
   
4. Click Save at the top of the page. The Opt-In/Out sync will run at the next scheduled time.

You can also click Sync Now to immediately initiate a CRM sync, which will push/pull your Opt-Outs as configured.