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 CRM already helps you measure sales activity and see your pipeline. Connecting it to Act-On extends that visibility across the whole funnel - from the moment a lead comes in to the moment the opportunity closes and they become a customer. Why this matters: Without this connection, marketing and sales end up working from two different pictures of the same prospect. Connecting your CRM keep...
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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

Importing data from your CRM is one of the most common ways to build a new All Contacts segment (or its predecessor, a Marketing List). Before you start, 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. Why this matters: Importing is only half the job. Without a sync sc...
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How do I add new fields to my CRM Marketing List?

Once you've integrated your CRM and imported your lists, adding a new field to those lists is quick — as long as the field already exists on the CRM side. Why this matters: Marketing Lists only show the CRM fields you've explicitly told Act-On to pull in. If a field you need for segmentation or personalization isn't showing up, it's usually because it hasn't been created in the CRM yet, or it h...
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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

Act-On's dashboard runs inside your CRM as an embedded frame, which means your browser's privacy settings directly affect whether it works. If your browser blocks the wrong thing, you'll see symptoms like a page that won't load, a button that does nothing when clicked, or data that never appears - and this applies across all of our CRM integrations: Salesforce, Microsoft Dynamics, SugarCRM, Zen...
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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. 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. Why this matters: Without a ...
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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

Moving from one CRM to another - or spinning up a new instance of the same CRM - touches marketing lists, forms, funnel reports, and automated programs across your Act-On account. Work through this process in order to keep the migration smooth and avoid broken syncs. Who does this: Act-On administrators, coordinating with your CRM administrator and Act-On Support to disconnect the old CRM and...
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CRM Connector Status & FAQs

Your CRM connection is what keeps inbound leads flowing to sales, contact requests answered, Hot Prospects updated, and more. When that connection breaks — even temporarily — all of it stops working until someone reconnects it. To reconnect your CRM, see below. In the event that our connection with your CRM is interrupted, you will lose these important functions. CRM connections are interrupt...
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Identifying Sales Prospects Lists

Who this is for: marketing admins using Marketing Lists (not All Contacts) with a connected CRM — Salesforce, Microsoft Dynamics, SugarCRM, or another supported integration — who want sales users to see Website Prospector results prioritized by CRM ownership data.The Sales Prospects lists are used to filter the Website Prospector report for your sales users, based on their assigned prospects. T...
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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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