If your organization uses a CRM that does not have a native integration with Act-On, or if you have a custom-built CRM, there are several ways to connect these applications. These integrations run from basic to advanced and will require technical skills to implement.
Methods of Integration
Webhooks
Act-On's incoming and outgoing webhooks can provide streaming updates when data changes.
FTP List Sync
You can connect your FTP client to sync lists from an externally stored location.
REST API
You can use Act-On's API to push/pull lists and perform other functions within your CRM.
CRM Customization Toolkit
With a few simple HTTP requests, you can get many of the functions of our native CRM connectors in your application. See this page for details.
External Services
You can also use an integration as a service provider (iPaaS) to move data between Act-On and your other services.
Integration Use Cases
If you want to: | Try one of these integration options |
Bring contact data into Act-On from your external system | |
Push form submissions from Act-On to your external system |
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Post external form submission to Act-On | |
Push lead score from Act-On to your external system | |
Push bounces, opt-outs, spam reports, & subscriptions from Act-On to your external system | |
Submit opt-outs from your system to Act-On |
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Add a contact from Act-On to your external system when a lead score is reached |
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Add all new contacts to your external system if added to Act-On |
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Add a contact to a direct select segment in Act-On (if you've segmented in your system) |
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Get contact activity history to display in an external system |
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Upload custom event/behavior data to Act-On |
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Allow users of your CRM to view contact activity history, Act-On's contact report, & send Act-On emails from within the CRM |
More Information
Contact our Professional Services team for a consultation.