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.