Transitioning to a New CRM

When switching from one supported CRM to another or a new instance of the same CRM, follow this process for a smooth migration.

Prepare Your Data

Data in Act-On	Actions
Marketing Lists	Remove all scheduled syncs Remove any segments that use the CRM attribute, or identify them to reconfigure once your new CRM is connected
Funnel Reports	Stop and/or Delete any existing funnel reports that reference your CRM lists
Forms	Identify all forms that push to your CRM Update them to send data to your new CRM when it is connected
Automated Programs	Identify all programs that use CRM lists/segments as source lists, or have a CRM task step Update them once your new CRM is connected

Locate the connector for your current CRM in Settings > Connectors > CRM, then click Disconnect
Create a ticket using the form below:

Act-On Support will follow up with you with the next steps.

Remember: This process breaks your existing CRM connection with Act-On. Follow the steps below promptly to reduce the disruption to your service.

Follow the Integration Guide for your CRM in its entirety, even if some elements have already been completed
Run a CRM sync from Settings > Data Management

Completing these steps will ensure that future scheduled syncs execute correctly.

Check your Automated Programs and reattach new source lists and CRM task steps, if necessary
Ensure that Standard Field Names are aligned across your systems
Recreate segments that use CRM data, as necessary
Verify that List Maintenance Programs are updating the new CRM lead score field in your CRM
Change the new Sales Prospector list
- Identify the Owner Name and Owner Email in the new lists
- Note that Sugar uses the ‘Assigned To’ Field for Hot Prospects
Note: It is recommended to halt scheduled Marketing List syncs when transitioning to a new CRM due to the record ID format being different. Even when migrating to a new instance of the same CRM, mismatched IDs can disrupt list data and cause issues.