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Act-On Software

Connect my CRM

Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline. However, a native integration between Act-On and your CRM gives you complete visibility of your entire sales and marketing funnel from the point a lead enters the top to when the opportunity is won and they become your customer.

To initiate the connection between Act-On and your CRM, follow the steps below:

  • Click Settings, and select Connectors.
  • Click the CRM menu, and choose from one of the CRMs listed.
  • Connect your CRM to Act-On.

 

Available CRMs

Click on the available CRMs below to install the CRM package for Act-On.

 

CRM Administration 

CRM Administration brings your data model and records for Leads, Contacts, Opportunities, Accounts, and custom fields will have a whole new level of easy integration in Act-On. To set up CRM Administration, click here

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