AUDIENCE: Administrators, Marketing Users, SugarCRM Administrators
OBJECTIVES: Discover how you can connect one SugarCRM account to multiple Act-On accounts
It is best to use the SugarCRM Teams feature in SugarCRM. For example, in Act-On account #1, connect with a SugarCRM user that is part of a non-global SugarCRM team. That team will only have access to the records for Act-On Account #1. In Act-On account #2, connect with a SugarCRM user who has access to another non-global SugarCRM team. That team will only have access to the records for Act-On Account #2. This workflow will allow the leads and contacts to be filtered before being pulled in to Act-On.
Here are a few things that you should be aware of when using multiple Act-On accounts to one SugarCRM instance:
- The Activity History displayed will be associated to the Act-On account in which your Sales User license is connected. In the event you would like to combine your Act-On accounts into one, it is important to note that the Act-On activity history cannot be merged or transferred or cross referenced. If you cancel an Act-On account, that history cannot be ported over to a new or existing account.
- It is a best practice to create multiple lead scores for each connected Act-On account to ensure that this field is not overwritten in SugarCRM from two or more Act-On accounts.
- Having multiple Act-On accounts means having multiple CNames and multiple webiste tracking beacons. Please ensure that all associated beacons are added to the web pages in which you wish to track.
- Cookie'd visitors cannot be merged, each record is cookie'd per account. One may be cookie'd in one account but anonymous in another.
- Lists will need to be imported to both accounts. You can control which records are imported into each Act-On account based on the connected team user.
- Form pushes could update/override existing data if pushing from two different Act-On instances.
- API calls are used from both Act-On accounts.