Marketing Lists that push data to Salesforce can send updates in near real time with CRM Streaming Push.
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
- An 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
- In Act-On, go to Lists > Marketing Lists & find the Marketing List you wish to change.
- From the drop-down arrow on the right, click Import/Export > Salesforce.com Sync Setup or Push to Salesforce.com.
- Check the box for Push to Salesforce.
- Check whether to Add new records as Salesforce Leads.
- Check whether to Update existing records.
- If checked, click the link Select Push-Update Fields.
- Select the fields to push.
- Click Save.
- Select the Push Trigger option you want: Always or Scheduled, as explained in the table above.
- Under Scheduling, set a schedule for the list to pull updates from Salesforce and push the Lead Score.
- Click Save.