Connecting Your CRM
- How to Import Salesforce Users
- Transitioning to a New CRM
- How to Import and Sync Salesforce Lists
- CRM Administration Setup and FAQs
- How to Configure Behavior Score and Owner ID in Salesforce
- How can I integrate Act-On with an unsupported CRM?
- How to Connect to Salesforce
- CRM Integration Basics
- Microsoft Dynamics Integration Guide
- NetSuite Integration Guide
- Updating Your MS Dynamics Connector
- How to Upgrade your Salesforce Package
- The 'Salesforce Connector Requires Attention' Message
- Syncing Opt-outs with a SugarCRM Account
- Syncing Lead Scores with Salesforce
- Syncing Opt-outs with a Salesforce Account
- Syncing Hard Bounces with Salesforce
- SugarCRM 8.x and 9.x Integration User Guide
- SugarCRM 7.x Integration User Guide
- SugarCRM 6.x Integration User Guide
- Setting Up the Salesforce Sandbox Connector
- Sending Act-On Emails to Salesforce Reports
- Salesforce Lightning Integration
- Salesforce Integration Guide
- Resetting the Salesforce Security Token
- Required Connector Account Privileges for Microsoft Dynamics
- Providing Microsoft Dynamics Sales Users Access to Act-On
- Providing Infor CRM Sales Users Access to Act-On
- Name Your Fields to Prevent Data Issues
- Making Your NetSuite Integration 2FA Compatible