Duessa holscher
Articles
Recent activity by Duessa holscher
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BETA: CRM Sync Results Dashboard
The CRM Sync Results dashboard gives you one place to review, troubleshoot, and resolve issues with your two-way CRM sync. It works with Salesforce, Dynamics, Sugar, and NetSuite, and shows both th...
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Act-On AI Data Analyst Best Practices
How to ask better questions and get more useful answers from your marketing dataThe Act-On AI Data Analyst is a conversational AI that lets marketers query their Act-On data using plain language. I...
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CRM Error Reference Guide
Troubleshooting help for users encountering CRM sync errors in Act-OnWhen Act-On syncs contact data to your CRM, errors can occur for a variety of reasons — authentication issues, permissions, data...
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Create in CRM - Dynamics
Use a Create in CRM step to automatically add new leads or contacts to Dynamics when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add c...
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Advanced Controls & Filters for your CRM Contact Sync
Filtered CRM sync lets you decide exactly which leads and contacts move into Act-On, so each business unit only sees the data they need.Act-On's 2-way sync with leading CRM solutions makes it easy ...
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