User

Erinda Ylli

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Articles

Recent activity by Erinda Ylli

  • Update LinkedIn Audience from Act-On

    Include targeted ads on LinkedIn as part of an Automated Program to strengthen your position within the buyer’s journey & ensure the LinkedIn content is aligned with emails sent from the Automated ...

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  • Create in CRM Step – Zendesk Sell

    Push highly qualified leads to Zendesk Sell based on lead score qualification with the Create in CRM step in Automated Programs. You can also create Deal, Task, and Note information to help you cat...

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    • 1 follower
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  • Notification and Data Exchange Integrations

    Send System and Campaign Notifications to Your Cross-Functional Teams MS Teams Notifications Send a chat notification to your Microsoft Teams chat when an Automated Program starts or stops. Integra...

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  • Share Leads That Meet or Exceed a Lead Score with Zoho CRM

    Share a “hot prospect” with the sales team using Zoho CRM when the target lead score is met by setting up an outbound webhook containing customer, account details, and lead score. Configure Fields ...

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  • Install Act-On for Zendesk

    Installing the Act-On app for Zendesk Sell will allow your Sales users to see the Act-On behavior history for Leads and Contact and send emails to Leads and Contacts with custom email templates tha...

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  • Send New Members Onboarding Packages Using Direct Mail from PostCard Mania

    Onboard new Credit Union members with information about the range of products and services offered to build long-term member relationships. Credit Unions can consider adding offline “welcome packag...

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  • Webhooks: CRM Link in AP Step Webhook Payload Released!

    What’s Changing The webhook payload for events triggered from an Automated Program step will include the CRM record URL. This is only applicable to customers using our built-in integrations with Sa...

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    • 1 follower
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  • Set Up Zendesk Sell Users in Act-On

    To allow a Zendesk Sell user access to Act-On features, they must be added in Act-On as a Sales User. Essentials to get started Act-On Administrator credentials Zendesk Sell user information, i...

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  • Webhook Transformations & Transformation Templates

    Transformations allow the modification of certain webhook properties in flight. This powerful Outgoing Webhook feature enables you to write JavaScript code on any webhook endpoint that can change a...

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  • Capture Cvent Event Registrations Using Incoming Webhooks

    Enable targeted & timely event follow-up & downstream segmentation & targeting by adding event registration data into Act-On. Act-On Create a Custom Touch Point Behaviors Incoming Webhook  Sign in...

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    • 1 follower
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