When contacts fill out your Act-On form, their form submissions are collected in a Form Submission list under Contacts > Other Lists > Form Submissions. If you'd like to move your contacts' form submission data into All Contacts, you'll need to sync your form submissions to your CRM. Then, your contacts' information will be pushed to All Contacts during your next CRM sync.
Heads up! In the future, you'll have the option to automatically send form submissions to All Contacts. Until this feature is available, use the below instructions to send your form submissions to your CRM and sync them with All Contacts.
Ready to send your form submissions to All Contacts? Use one of the following two methods to send your form submission data to All Contacts through a CRM sync.
Method 1: Send all form submissions to your CRM
When building or editing your Act-On form in the Forms Composer, click on CRM Settings and enable the Push to CRM option. This will immediately send any new form submissions to your CRM. During the next scheduled CRM sync, these contacts will be sent to your All Contacts list.
Method 2: Use an Automated Program to send contact segments to your CRM
You can also send a subsegment of your form submissions to your CRM. For example, you can segment your form submission list to identify contacts who have reached a certain lead score and push this specific segment to your CRM. To do this, use the Push to CRM step in the Automated Programs builder to send any segment of contacts to your CRM.
During your next scheduled CRM sync, this segment will be pushed to your All Contacts list.
Build a form submission segment in All Contacts
Once you've pushed your contacts' form submissions to All Contacts through a CRM sync, you can manually build a segment in All Contacts to identify and categorize the contacts who submitted your form. To do this:
- Go to Contacts > All Contacts
- Click New Segment to create a new segment
- Give your segment a Name and select Query for your segment method
- Select Behavior for your segment type
- Select in all time
- Select submitted forms
- Select at least one of these
- Click the plus icon to select the form you're segmenting submissions from
- Click Save to save your new segment
Need more help creating segments in All Contacts? See our guide here.
Product Partner Program
This feature is available to all Zendesk Sell users as well as accounts participating in Act-On's Product Partner Program.
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