Setting up Integrations with Act-On's Connectors

  • Updated

Act-On connects to the other systems you already use for marketing and sales - CRMs, webinar platforms, social media, URL shorteners, and web analytics tools - so your campaigns and lead data stay in sync across your stack. These integrations are called Connectors.

Why this matters: Connecting your CRM, webinar platform, and analytics tools to Act-On means lead data, registrations, and traffic sources flow automatically between systems, giving you a fuller picture of prospect behavior instead of siloed, manually-reconciled data.

Quick Reference (Advanced Users)

  • CRM connectors: see the CRM Integration Overview.
  • Webinar, social media, and URL shortener connectors: Settings > Connectors.
  • Web analytics connectors: Settings > Connectors, then enter the domains you're tracking.

Connect to a CRM

If you are using a CRM to track prospecting and sales activities, it's important to connect it to Act-On to get the most lead intelligence possible. See this page for more information.

Connect to a webinar platform

Act-On’s webinar and online event management functionality dramatically reduces the time you spend on organizing your webinar while increasing the quality of your leads.

  1. Go to Settings > Connectors > Webinar
  2. Select a webinar platform
  3. Enter the relevant user credentials for that platform

Learn about Act-On's webinar functionality

Connect to social media or URL shorteners

  1. Go to Settings > Connectors
  2. Select a social media or URL shortener platform
  3. Enter the requested credentials

Learn more about Act-On's social media functionality

Connect to web analytics providers

Act-On offers several reporting capabilities, but you can add another web analytics service to power up your insights. This can help you track where your visitors are coming from, even down to the subject line of the email they received.

  1. Go to Settings > Connectors
  2. Choose your web analytics provider
  3. Enter the domains that you're tracking

Learn more about Google Analytics setup and tracking

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