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Infor CRM (existing users only)

  • Infor CRM Integration Guide

    Act-On's integration with Infor CRM allows you to share lead and contact information between your Infor CRM and Act-On databases. Disclaimer: Act-On only supports customers who've already activated the Infor CRM connector. The information here is for existing accounts, and Infor CRM is no longer an available integration for accounts that don't already have the Infor CRM connector activated. Pr...

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  • Providing Infor CRM Sales Users Access to Act-On

    Disclaimer: Act-On only supports customers who've already activated the Infor CRM connector. The information here is for existing accounts, and Infor CRM is no longer an available integration for accounts that don't already have the Infor CRM connector activated. In addition to marketing users, your sales representatives can have access to the Act-On platform as well. Sales users can view webs...

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  • Importing and Syncing Infor CRM Lists

    Once the Infor CRM connector is active on your account, you can pull your CRM lists into Act-On and keep them synchronized in both directions — pushing data like lead scores to Infor CRM, and pulling in CRM fields for segmentation and personalization.You can use not just Infor CRM's standard fields, but also any custom fields associated with your leads and contacts, for marketing and segmentati...

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