Connecting Your CRM
- Account Report in Salesforce
- Registering Act-On Sales Users for MS Dynamics (Legacy Package)
- Syncing your Act-On Behavior Score to MS Dynamics
- Syncing Opt-Outs with your MS Dynamics account
- Importing and Syncing Lists from Microsoft Dynamics
- Hot Prospects for Microsoft Dynamics
- Microsoft Dynamics Integration Guide
- NetSuite Hot Prospects Setup Guide
- Connect Your CRM
- Adding a Lead ID or Contact ID and Owner ID in a Salesforce Report
- CRM Integration Basics
- Transitioning to a New CRM
- CRM Administration Setup and FAQs
- Integrating Act-On to a Non-Native CRM
- Salesforce Integration Guide
- Install the Act-On Package for Microsoft Dynamics
- NetSuite Integration Guide
- SugarCRM Integration User Guide for Versions 8, 9, and 10
- Infor CRM Integration Guide
- How to Connect to Microsoft Dynamics
- SugarCRM Integration User Guide for Version 7
- SugarCRM 6.x Integration User Guide
- Infor CRM Sales Portal User Guide
- How to Connect to Salesforce
- How to Check Your Act-On Salesforce Package Version
- How to Upgrade your Salesforce Package
- How to Set Up Hot Prospects for Salesforce
- Add a Salesforce Campaign to Act-On
- Contact Report in Salesforce
- Set Up Act-On Emails in Salesforce