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  1. Act-On Connect
  2. Implementation Guide
  3. Connecting Your CRM

Connecting Your CRM

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  • Recommended Browser Preferences for CRM Users
  • How to Upgrade to Salesforce Lightning Support
  • How to Stream Contact Changes from Act-On to Salesforce
  • 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
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