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Act-On Software

Integrate with 3rd party applications

 

You can integrate your Act-On account "out-of-the-box" with numerous different platforms.

We call them "connectors". These connectors help you conduct your marketing activities, and some of the most common ones are for CRMs, webinar platforms, web analytics providers, and social media platform.

In these article, we'll help you:

  • Connect to a CRM
  • Connect to a webinar platform
  • Connect to social media & URL shorteners
  • Connect to web analytics providers
  • Connect to data sources

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To Do:


  1. Go to Settings > Connectors > CRM
  2. Choose your CRM, and click the Connect button
  3. Enter the requested CRM credentials

AOmegaphonesmall.pngWhy is this important?

Act-On pumps unparalleled lead intelligence into your CRM, so your sales team can identify the hottest prospects and reach out at precisely the right time. Wave goodbye to cold calling, and say hello to new deals. Act-On syncs seamlessly with all major CRMs, so you can manage leads and report on returned revenue without breaking a sweat.

 

To Do:


  1. Go to Settings > Connectors > Webinar
  2. Select a webinar platform
  3. Enter the webinar platform user credentials

AOmegaphonesmall.pngWhy is this important?

Year over year, webinars and online events top the list in effectiveness. The upside is huge, but the downside is that they’re time-consuming to plan and execute. Act-On’s webinar and online event management functionality dramatically reduces the time you spend on organizing your webinar while increasing the quality of your leads.

To Do:


  1. Go to Settings > Connectors
  2. Select a social media and URL shortener platform
  3. Enter the requested social media user profile

AOmegaphonesmall.pngWhy is this important?

Today, social media marketing gives you new opportunities to connect with today’s buyers, and the business benefits are many, including increased exposure, traffic, leads, and sales.

To Do:


  1. Go to Settings > Connectors
  2. Choose your web analytics provider
  3. Enter the domains that you're tracking

AOmegaphonesmall.pngWhy is this important?

As your email recipients clickthrough the email links to your domain, your web analytics report will begin to show Act-On as a referring source. This helps you track where your visitors are coming from and even down to the subject line of the email they received!

To Do:


  1. Go to Settings > Connectors
  2. Click Data Sources
  3. Select ZoomInfo, and enter your standalone ZoomInfo account info

AOmegaphonesmall.pngWhy is this important?

The integration with ZoomInfo helps you and your sales users identify potential website prospects immediately, add them to a list, and begin nurturing them through drip campaigns.

 

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