- Salesforce: see How to Connect to Salesforce
- SugarCRM: we recommend using an Administrator user role
- NetSuite: see NetSuite Integration Guide
- MS Dynamics: see Minimum Permissions for a Microsoft Dynamics Connected User
Why is data missing from my CRM-imported list?
The CRM connector inherits the same account permissions as the CRM credentials that have been applied to the connector. Please ensure the user account the connector is logged in as 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: