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Act-On Software

Transitioning to a New CRM

 

When switching from one supported CRM to another, follow this process for a smooth migration.

Prepare Your Data

  • Lists
    1. Make a copy of all lists from your initial CRM in Act-On to preserve the lead score and Act-On Activity History
      • Original lists may be automatically deleted after connecting to the new CRM – but if not, you can keep those lists in an archive folder
    2. Remove all scheduled syncs
    3. Remove any segments that use the CRM attribute (clipboard_e970deabace963f489f9b3472c3cfff7f.png), or identify them to reconfigure once your new CRM is connected
  • Funnel reports
    • Delete any existing funnel reports that reference your CRM lists
  • Forms
    • Identify all forms that push to your CRM
    • These will need to be updated once your new CRM is connected
  • Automated Programs
    • Identify all programs that use CRM lists/segments as source lists, or have a CRM task step
    • These will need to be updated once your new CRM is connected

Disconnect Your Old CRM

  1. Locate the connector for your current CRM in Settings > ConnectorsCRM, then click Disconnect
  2. Create a ticket using the form below:

Please log in to submit your request.

Act-On Support will follow up with you with next steps.

Remember: This process breaks your existing CRM connection with Act-On. Follow the steps below promptly to reduce the disruption to your service.

Connect Your New CRM

  1. Follow the Integration Guide for your CRM in its entirety, even if some elements have already been completed
  2. Run a CRM sync from Settings > CRM Administration

Completing these steps will ensure that future scheduled syncs execute correctly.

Validate Your Setup

  • Check your Automated Programs and reattach new source lists and CRM task steps, if necessary
  • Ensure that Standard Field Names are aligned across your systems
  • Recreate segments that use CRM data, as necessary
  • Verify that List Maintenance Programs are updating the new CRM lead score field in your CRM
  • Change the new Sales Prospector list
    • Identify the Owner Name and Owner Email in the new lists
    • Note that Sugar uses the ‘Assigned To’ Field for Hot Prospects
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