CRM Integration Features

Act-On makes it easy to integrate with your CRM. By syncing data in both directions, you can ensure that your sales reps are updated with the latest marketing intelligence (qualified leads), and your marketing team is armed with the latest sales data, allowing them to generate highly targeted and measurable campaigns.

Act-On’s native CRM integrations include:

• Salesforce
• Zendesk Sell
• Microsoft Dynamics
• SugarCRM
• NetSuite

Unique Features

• Easy integration – Simply enter your CRM credentials in the Act-On interface to pull CRM data including standard and custom fields from all leads and contacts into Act-On
• Bidirectional data sync – Scheduled push/pull syncs in Act-On ensures lead and contacts in both systems are always current. Any new leads or contacts added to your CRM will be automatically added to your Act-On CRM lists and available for nurturing.
• Advanced synchronization options – Set rules to automatically push leads from Act-On to your CRM only when you determine that they are ready for Sales. Act-On also automatically deduplicates leads and contacts to make improving the integrity of your CRM data as easy as possible.

Key Benefits

• Single sign-on access to lead intelligence for sales – Your sales reps will be given a complete picture of their prospect’s behavioral activity (web pages visited, emails clicked, forms submitted, etc.) directly within your CRM without having to log in to Act-On separately. Access to this intelligence allows your sales reps to gauge their level of interest, identify which products they are interested in, and determine the appropriate talking tracks specific to each prospect before picking up the phone.
• Help sales prioritize leads – With Act-On lead scoring, sales reps can prioritize who to call first so they don’t let any hot leads fall through the cracks. Your sales reps will be empowered with the ability to differentiate who in their pipeline requires immediate follow-up versus those leads that may require further nurturing.
• Creates a closed-loop system – With a native CRM integration, you can analyze and measure the effectiveness of your various marketing efforts so you know exactly which campaigns to invest your time and resources in the future. When leads are converted into opportunities and eventually become customers, Act-On’s built-in ROI reporting analyzes your CRM data to attribute revenue to your various marketing touchpoints and determines which sources and campaigns generated the most leads, deals, and revenue.

How Does It Work?

• Data syncing – All of your CRM lead and contact data, including all standard and custom fields, is pulled into Act-On. These CRM fields are used for list segmentation to generate targeted campaigns and for personalization within your emails, landing pages, and forms.
• Lead capture – Visitors convert into new leads by submitting a form on your website or landing page. The form can either be an Act-On form or an external form where submission data is passed to Act-On via one of our external form integrations. 
• Push to CRM – New leads captured are then immediately pushed to your CRM with all form data and marketing intelligence Act-On is able to gather about the prospect. The CRM segments within your Act-On account then pull in these newly-created leads the next time a list sync occurs. Act-On uses the prospect’s email addresses to ensure no duplicates are created in your CRM. Custom push configurations for your form sign-ups are also supported.
• Lead conversion – Leveraging CRM opportunity and contact data, Act-On tracks a lead through the entire sales pipeline from conversion to an opportunity to eventual customer status. This allows you to segment customers in specific stages of your sales cycle to send targeted campaigns and also closes the loop on your campaign ROI reporting.
• Closed-loop reporting (Salesforce, Microsoft Dynamics & SugarCRM only) – Closed won opportunities are linked back to the appropriate contacts in Act-On, allowing you to tie revenue to specific marketing touchpoints, and determine which sources your customers are coming from, and which campaigns are most effective at converting leads into customers.

Integration Features by CRM

Infor CRM no longer supported

** For Netsuite, two-factor authentication must be enabled to access some features.

*** When using the Automated Program step 'Create in CRM' to add contacts to an MS Dynamics Marketing List, if there isn't a list that matches, a new list is created with the same name as the Automated Program.