The CRM connector inherits the same account permissions as the CRM credentials that have been applied to the connector. Please ensure the user account that the connector is signed in with has access to view these items in your CRM.
We highly recommend that you use an account with admin permissions for your CRM connector.
See our Integration guides for each CRM to review minimum permissions for syncing with Act-On:
- Salesforce: see Salesforce Integration - Start Here
- SugarCRM: see SugarCRM Integration - Start Here
- NetSuite: see NetSuite Integration - Start Here
- MS Dynamics: see Minimum Permissions for a Microsoft Dynamics Connected User