Automatically record in your CRM that a message was sent via Act-On. When Act-On is connected to a supported CRM, you can enable a Sent Note for each recipient, helping Sales and Marketing keep visibility into email outreach.
Quick Reference – Click to Expand
- Enable: Send Details → toggle on Create … in CRM.
- Legacy: Address → Attach ‘Sent’ Note to CRM.
- Requirements: Connected CRM + recipients from a CRM-synced list.
- What’s created: Task, Email, Message, or Note depending on CRM.
- Contents: Recipient, subject line, and link to the Act-On message.
Create a Sent Note in Your CRM
- Open the Send Details tab and toggle on Create … in CRM.
Prerequisites
- You must have a connected CRM.
- Your recipients must come from a CRM-synced Contact List. (Act-On cannot create CRM activity for non-CRM contacts.)
What Gets Created in Your CRM
Act-On creates a record in your CRM representing the sent email. The type of object, assignment, and status depend on the CRM.
| CRM | Object | Assigned To | Status | Title |
|---|---|---|---|---|
| Salesforce | Task | Owner or Connected User* | Completed | Act-On Email: {Subject Line} |
| MS Dynamics | Email** | Sender** | Sent | {Subject Line} |
| Netsuite | Message | Connected User | — | Act-On Email: {Subject Line} |
| SugarCRM | Note | Connected User | — | Act-On Email: {Subject Line} |
| Zendesk Sell | Task | Connected User | — | Act-On Email: {Subject Line} |
Sent Note Contents
The CRM object includes the following details:
|
Act-On Email Message Sent To: Recipient email address Subject: Email subject line URL to Act-On Message: Link to view message |
CRM-Specific Notes
- Salesforce: If using Salesforce Owner sending, the Task is assigned to the Lead/Contact Owner. Otherwise, it is assigned to the Connected User.
- MS Dynamics: The “Sender” must match an MS Dynamics user. Older integrations may create Tasks instead of Emails.
FAQs
Can I customize the Sent Note?
Most supported CRMs can be customized through Act-On’s Automated Journey Builder, which allows you to create richer CRM tasks or activities using branching logic and personalization. Learn more.
Can I change the default so the checkbox is not auto-selected?
Yes. Contact Act-On Technical Support and request that the default setting be changed for your account. Existing emails can also be updated in bulk.
The checkbox isn’t behaving as expected. What should I do?
Depending on your configuration, the default may be reversed. Support can adjust it so your preferred state (checked or unchecked) always applies for new emails.