CRM Integration Information

CRM Integration Features

Act-On makes it easy to integrate with your CRM. By syncing data in both directions, you can ensure that your sales reps are updated with the latest marketing intelligence (qualified leads), and your marketing team is armed with the latest sales data, allowing them to generate highly targeted and measurable campaigns. Act-On’s native CRM integrations include: Salesforce Microsoft Dynamics Zend...
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Connect Your CRM

Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline. However, native integration between Act-On and your CRM gives you complete visibility of your entire sales and marketing funnel from the point a lead enters the top to when the opportunity is won and they become your customer. To initiate the connection be...
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Set Up Data Management for your CRM Integration

Act-On's Data Management controls how data is synchronized between your CRM account and your Act-On account. Here you can configure the frequency of the sync and select fields to use when setting up your Audience Center All Contacts database, as well as in segmentation, personalization, and reporting. It is important to note that the Data Management sync does not impact the legacy Marketing Li...
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Importing and Syncing a CRM List

One of the most common ways to create new All Contacts segments (and its predecessor Marketing Lists) is to import data from a CRM. Before doing this, make sure your Act-On account is integrated with your CRM. This article describes generic steps. See specific guides for Salesforce, MS Dynamics, NetSuite, SugarCRM, and Infor. Import CRM Data to All Contacts See Map and Sync CRM Fields. Import C...
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How do I add new fields to my CRM Marketing List?

Once you have integrated your CRM and imported your lists, you can easily add new fields to those lists whenever needed. To add a new CRM field to your existing Marketing List, it should first exist in your CRM. If you are creating a new field for your company to use, ask your CRM Administrator to create it first. Next, make sure you have set up Data Management and are running a recurring sync ...
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What is the difference between the Data Management sync and a CRM Marketing List sync?

Running a sync in Data Management allows Act-On to pull your CRM's schema (data model) and will populate leads & contacts into your Audience Center All Contacts database. This data enables many Act-On features such as reports and segmentation. A Marketing List sync can also be configured to import Contact and Lead records from your CRM into individual lists separate from the All Contacts databa...
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Why is data missing from my CRM-imported list?

The CRM connector inherits the same account permissions as the CRM credentials that have been applied to the connector. Please ensure the user account that the connector is signed in with has access to view these items in your CRM. We highly recommend that you use an account with admin permissions for your CRM connector. See our Integration guides for each CRM to review minimum permissions for ...
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How do I reconnect my CRM to Act-On?

Navigate to Settings > Connectors > CRM Select the appropriate CRM Click the Confirm Login button and enter your CRM login credentials (these may vary by CRM) Click Login to complete the connection
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Recommended Browser Preferences for Act-On CRM Integrations

In order to use the Act-On dashboard from within your CRM, your browser must give permission for Act-On to perform various tasks. If your browser is not correctly configured, you may encounter various issues such as a page failing to load, no response when clicking a button, and data failing to load on the page. This is true for all of our CRM integrations: Salesforce, Microsoft Dynamics, Sugar...
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CRM Lead Creation Guide

Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline. Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline. However, native integration between Act-On and your CRM gives you complete visibility of your entire sales and mark...
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CRM Customization Toolkit

With the CRM Customization Toolkit, you can connect Act-On to any CRM or another application without using our native CRM connectors. Using a set of JavaServer Pages (JSPs), you can let any user access Act-On's Activity History data and mailing capabilities with the click of a button. Please note: This toolkit requires a developer to implement. Act-On Support does not support custom code, but ...
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Transitioning to a New CRM

When switching from one supported CRM to another or a new instance of the same CRM, follow this process for a smooth migration. Prepare Your Data Data in Act-On Actions Marketing Lists Remove all scheduled syncs Remove any segments that use the CRM attribute, or identify them to reconfigure once your new CRM is connected Funnel Reports Stop and/or Delete any existing funnel r...
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CRM Connector Status & FAQs

Integrating with your CRM is a critical feature for Act-On marketers. Maintaining an active connection allows you and your sales team to market to inbound leads, respond to contact requests, utilize integration features such as Hot Prospects, and much much more. To reconnect your CRM, see below. In the event that our connection with your CRM is interrupted, you will lose these important funct...
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Identifying Sales Prospects Lists

The Sales Prospects lists are used to filter the Website Prospector report for your sales users, based on their assigned prospects. To enable these filters, Act-On relies on specific data from Salesforce or from any other CRM list containing prospect and assigned sales rep information. These can then be fed into two lists in the Sales Prospects section of the Account Lists page – Prospects Assi...
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CRM Administration Setup and FAQs

CRM Administration has changed to Data Management. This change includes a brand new user interface and new scheduling options. Visit our updated guide here: Data Management (formerly CRM Administration)
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