Skip to main content
Act-On Software

Connect Your 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:

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

Available CRMs

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

  • Was this article helpful?
Support

Have a question about this topic?

Ask the community!