In Act-On's Email Composer, you will see a checkbox in settings for "Attach Sent Note to CRM". This feature enables you to update your CRM with a note that there was an email sent to the contact via Act-On.
Prerequisites
- You must have a Connected CRM
- Your Email Message Recipients must be from a Contact List that syncs with your CRM
What is a Sent Note?
When you create a new Email Message and select a CRM Marketing List, Act-On will automatically check the box to attach a 'Sent' Note to your CRM. This feature will update the Contact or Lead record in your connected CRM showing that the message was sent.
If you want to change this default behavior so the checkbox is not auto-selected, contact Technical Support using our contact form below. If you wish to have the checkbox turned on by default and this is not happening, our support team can also assist.
Object Type, Status, Title, and Assignment
The object created in each CRM varies, but the contents of the note are always the same.
|
CRM |
Object |
Assigned To |
Status |
Title |
|
Salesforce |
Task |
Owner or Connected User* |
Completed |
Act-On Email: {Subject Line} |
|
MS Dynamics |
Task |
Connected User |
Closed |
{Subject Line} |
|
Netsuite |
Message |
Connected User |
NA |
Act-On Email: {Subject Line} |
|
SugarCRM |
Note |
Connected User |
NA |
Act-On Email: {Subject Line} |
|
Zendesk Sell |
Task |
Connected User |
NA |
Act-On Email: {Subject Line} |
* The Salesforce Task will be assigned to the Contact or Lead Owner ONLY when the message is sent using the Salesforce Owner feature. Otherwise, it will be assigned to the Connected User.
Note Contents (all CRMs)
The note contains the following information in the body or description of the note:
|
Act-On Email Message Sent To: Recipient E-mail address Subject: Email Subject Line URL to Act-On Message: A URL link to view the message |
FAQs
How can I customize the Sent Note that goes to my CRM?
For most of our supported CRMs, Act-On has alternative automations available in our Automated Journey Builder. We would recommend using that feature in lieu of this one.
See also:
- Salesforce CRM: Create in CRM Step - Salesforce
- MS Dynamics CRM: Add a Task
- SugarCRM: Create in CRM Step - SugarCRM
- Netsuite CRM: not available
I don't always want to create a note in my CRM. Can I change the default so it is unchecked?
When you create a new Email Message and select a CRM Marketing List, Act-On will automatically check the box to attach a 'Sent' Note to your CRM.
If you want to change this default behavior so the checkbox is not auto-selected, you may request this change by contacting Technical Support. We can assist in updating all of your existing emails as well.
Note: Some accounts may have the opposite issue depending on their current configuration. If you wish to have the checkbox turned on by default and this is not happening, our support team can also assist.
Get in touch