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