CRMs & Automated Programs

• 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 contacts to a Dynamics marketing list. This ensures your sales team gets timely leads without manual data entry. Quick Reference (Advanced Users) – Click to Expand ...

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• Create in CRM Step - Salesforce

  Use a Create in CRM step to automatically add new leads or contacts to Salesforce when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add contacts directly into a Salesforce Campaign with the correct campaign member status. This ensures your sales team gets timely leads and campaign participation without manual data entry. ...

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• Add to CRM Step - Microsoft Dynamics

  Push highly qualified leads to Microsoft Dynamics (MS Dynamics) with the Create in CRM step in Automated Programs. The data pushed from this step will include any source fields that have matching fields in MS Dynamics. For example, if First Name is in your Act-On Contacts Segment or Marketing List, it will push that value to the First Name field in MS Dynamics. It is important to make sure that...

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• Create in CRM Step - NetSuite

  Use a Create in CRM step to automatically add new contacts to NetSuite when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add notes for your sales team. This ensures your sales team gets timely leads without manual data entry. Quick Reference (Advanced Users) – Click to Expand Requires NetS...

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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 categorize and organize your step and segment leads in Zendesk Sell. The data pushed from this step will include any list fields that have matching fields in Zendesk Sell. For instance, if First Name is...

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• Create in CRM Step - SugarCRM

  Use a Create in CRM step to automatically add new leads, contacts or targets to Sugar when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add contacts to a Dynamics marketing list. This ensures your sales team gets timely leads without manual data entry. Quick Reference (Advanced Users) – Click to Expand ...

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• Add a Task to Salesforce or MS Dynamics from an Automated Program

  You can use an Automated Program to create a Task in Salesforce or MS Dynamics. This can alert your sales teams to take action when your leads or contacts hit certain milestones, where a follow-up contact is necessary, or when there is behavior that indicates intervention might be necessary. To Get Started: Before you can create a Task in Salesforce or MS Dynamics from your Automated Program, t...

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