CRM Integrations
- CRM Integration Overview
- Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline.
- Integrating and Managing Salesforce
- Salesforce Integration Guide
- Setting Up the Salesforce Connector
- Exposing Act-On Buttons in Salesforce
- Act-On Lead Management Salesforce Integration
- Setting Up the Salesforce Sandbox Connector
- Providing Salesforce Sales Users Access to Act-On
- Sending Email Messages and Adding Notes to Salesforce
- Create in CRM Step - Salesforce
- Importing and Syncing Salesforce Lists
- Syncing Lead Scores with Salesforce
- Pushing Sign-up List Data into Salesforce
- Adding Form Signups to Salesforce Campaigns
- Connecting a Single Salesforce Account with Multiple Act-On Accounts
- Resetting the Salesforce Security Token
- Creating an 18-Digit Owner ID Field
- Adding Form Submissions to Salesforce Campaigns
- Creating a Salesforce Report Accessible by Act-On
- Adding a Lead ID or Contact ID in a Salesforce Report
- Matching the Number of Leads in a Salesforce Report and Corresponding Act-On List
- Sending Act-On Emails to Salesforce Reports
- Personalizing Emails Using Salesforce Lead/Contact Owner Information
- Standard Salesforce Fields for Act-On
- Editing Fields on a Salesforce List in Act-On
- Automatically Importing Salesforce Campaigns as Marketing Lists
- Exchanging Opt-outs with a Salesforce Account
- Enabling Salesforce Permissions to Set the Opt-Out Flag
- Syncing Hard Bounces with Salesforce
- Creating a Salesforce Campaign within an Act-On Account
- Upgrading your Salesforce Package to the Newest Version
- Potential Act-On/Salesforce Installation Issues
- Handling Required Salesforce Fields in Forms
- Creating New Leads in Salesforce from Form Submissions
- Pushing Data About Act-On Messages to Salesforce
- Granting Login Access to Your Site Administrator
- About the 'Salesforce Connector Requires Attention' Message
- Troubleshooting Incorrect Privileges in Salesforce
- Integrating and Managing SugarCRM
- SugarCRM 7.1.X-7.11 Integration User Guide
- SugarCRM 6.x Integration User Guide
- SugarCRM 5.x Integration User Guide
- Setting Up Your SugarCRM Connector
- Create in CRM Step - SugarCRM
- Providing SugarCRM Sales Users Access to Act-On
- Importing and Syncing SugarCRM Lists
- Syncing Assets with SugarCRM
- Connecting a Single SugarCRM Account with Multiple Act-On Accounts