Marketing lists that are pushing data to SalesforceCRM can now send updates in near real time by using the CRM Streaming Push feature.
Note: Currently this feature is only available for accounts connected to Salesforce. Act-On will be expanding this feature to more CRMs in the future.
Accounts with Streaming Push enabled have a Push Trigger option in Marketing List sync settings. This allows you to determine when any changes to your list will push updated information to your CRM.
| Push Trigger | What Syncs? | When | Max Frequency |
| Always | Each new and updated record (one or many) | As soon as the record is added or modified | No set limit |
| Scheduled |
All updated records All updated Lead Scores |
On a set schedule | As often as once per hour |
* Always push does not update Lead Scores. A regular sync schedule must be set on all lists for this data to be synchronized. One exception is if you have a List Maintenance Program updating Lead Score, then those changes will be pushed immediately by Streaming Push after the program runs.
Requirements
- Active Salesforce Connection
- Salesforce Lead Score Sync has been set up
- An Act-On Marketing List* of any of these types:
- Imported from Salesforce
- Form Submission List
- Webinar List
- Uploaded List
- FTP List
*This feature does not apply to segments or Extension Lists.
Instructions
- Go to Act-On and locate the Marketing List you wish to change
- Click on the drop-down arrow to access list options
- Go to Import/Export > Salesforce.com Sync Setup (or Push to Salesforce)
- Check the box for Push to Salesforce
- Check whether to Add new Salesforce Leads
- Check whether to Update existing records
- If checked, click on Select Push-Update Fields
- Select the fields to push.
- Click Save
- Select a Push Trigger:
- Always
- Scheduled
- In Scheduling, set a schedule for the list to pull updates from Salesforce and push the Lead Score
- Click Save
