Map and Sync CRM Fields for Audience Center All Contacts

Mapping defines how your CRM fields match the fields in your All Contacts database. This ensures CRM leads and contacts sync correctly into Audience Center so you can segment, personalize, score, and automate using consistent, reliable data. The steps below guide you through all parts of the mapping process, including standard fields, custom fields, push policy, and sync scheduling.

Before You Start

Confirm your CRM is connected to Act-On. Once connected, mapping controls which CRM fields flow into your All Contacts list.

Next, go to Settings > Data Management > Contact Mapping.

• Some CRM fields are mapped automatically to Act-On Standard Fields.
• Other fields may require creating custom fields in All Contacts.

Map Act-On Standard Fields

Start by mapping CRM fields to Act-On Standard Fields. These fields support key marketing tasks such as:

• Email sends and personalization
• SMS messaging
• Segmentation
• Scoring and automation

Common Standard Fields include name, company, email, phone numbers, addresses, time zone, and primary score. You can expand the full list in your account to review all available Standard Fields.

Show list of Act-On Standard Fields

• First Name
• Last Name
• Email
• Company
• Mailing Street
• Mailing City
• Mailing State/Province
• Mailing Zip/Postal Code
• Mailing Country
• Mobile Phone
• Job Title
• Time Zone
• Act-On Primary Score

Additional Standard Fields such as Industry, Segment, Subsegment, Lead Source, Status, and Product are available as needed.

Act-On provides a set of recommended mappings. Review these first. You can remove any pre-populated mapping by selecting the trash can icon.

Add Additional Standard Field Mappings

1. Scroll to the first available Select Destination field.
2. Select the Act-On Standard Field from the dropdown on the right.
3. Choose the matching CRM field in the left column if you want it to sync.

Helpful Notes

• Depending on your CRM, you may see separate columns for Leads and Contacts or a single combined list.
• Standard Fields appear alphabetically in the dropdown.
• You do not need to map every Act-On field. You can store data only in Act-On if needed.
• Email must be mapped for CRM syncing and email sending.
• You may map one or more score fields. CRM admins can create score fields in the CRM.

Create and Map Custom Fields

Create custom Act-On fields when your CRM fields do not match an Act-On Standard Field.

1. Scroll to the Act-On Custom Fields section.
2. Create a custom field by entering a destination field name. These may represent:
   • CRM standard fields
   • CRM custom fields
   • Act-On only fields
   • Fields from other systems
3. Select a matching CRM field if one exists.
4. If no CRM equivalent exists, leave the CRM column on Select Source.
5. Select a Data Type such as Text, Number, Date, Boolean, Score, Email, or Multi-Text.

Tip: Use the CRM Entities tab to preview CRM field data if unsure about data types.

Create custom fields for any values used in personalization, segmentation, or score sheets.

Set Push Policy

Push Policy defines whether Act-On can update CRM fields. By default, two-way sync is enabled:

• CRM updates sync into Act-On on every CRM sync.
• Act-On can push updates back to the CRM if allowed.
• New contacts created in Act-On are not pushed unless configured.

Edit push settings at the top of the Contact Mapping screen:

To control push settings for individual fields, use the Allow Push toggle:

Score fields always sync. Remove the mapping if you do not want scores stored in the CRM.

Save and Schedule CRM Syncs

Save Your Mapping

Select Save to confirm your mapping. Act-On will automatically create CRM-based contact segments such as:

• All Leads
• All Contacts
• Affiliated with Leads
• Affiliated with Prospects
• Affiliated with Customers
• Unaffiliated

Run and Schedule Syncs

Run your first sync by selecting Sync Now under the Sync Schedule tab.

To automate syncing, select a schedule and choose Save.

CRM-Specific Notes

The mapping experience differs slightly depending on your CRM. Expand the sections below for guidance specific to your integration.