CRM Integrations

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 the data Act-On pulls in from your CRM and the updates Act-On pushes back out.Quick Reference (Advanced Users) - Click to ExpandOpen the dashboard: Data Management > Sync Results.Pull tab (CRM to Act-On...
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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 format mismatches, or problems in your CRM's own workflows. This guide explains each error and provides specific steps to resolve it.Errors marked Bulk Resolvable can often be resolved at the account...
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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 for marketers to access up-to-date lead and contact data. For some use cases, you can limit what types of contact data sync into Act-On. For example, if you are sharing a CRM system across multiple...
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