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Act-On Software

Infor CRM Integration Guide

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

 

Act-On's integration with Infor CRM allows you to share lead and contact information between your Infor CRM and Act-On databases.

AOmegaphonesmall.pngBefore connecting:​​​​​​

  • Gather the Infor CRM account information (login, password, and login URL) for a user with administrative privileges in Infor CRM.
  • Check your CRM version. Act-On currently supports the On-premise (with SDATA enabled) and Cloud versions 7.5.4 and 8.
  • Contact your Act-On Customer Success Manager to enable the Infor CRM feature for your account.

 

  • Click on Settings, and select Connectors.
  • Click on the Infor CRM logo.
  • Click on the Connect button.
  • In the prompt that appears, enter your Infor CRM login, password, and URL you use to access Infor- Example: https://company.saleslogixcloud.com.

To update your connector information or to disconnect from Infor CRM:

  • Once you connect to Infor CRM, two additional options will appear on the page.
    • Click Reconfirm Login after making changes to your Infor CRM login or password to ensure that there are no disruptions to the synchronization of data between the two systems
    • Click Reset Connector if you would like to completely disconnect Infor CRM from your Act-On account

To begin interacting with your Infor CRM database, the first step is to import your leads and contacts into Act-On.

  • Click on the Contacts > Marketing Lists.
  • Click on the Infor CRM Import button in the upper right corner of the page.
  • In the Import window, select All Infor CRM Leads. This will create a list in Act-On containing all of your leads in Infor CRM.
  • Click Next.
  • Choose any standard or custom lead fields that you would like to include in your Act-On list, for list segmentation and message personalization. The Email, First Name and Last Name fields will always be imported. You may also choose to import additional fields later after the list has been imported.
  • Click Finish.

This new list will appear at the top of your Default folder in the Marketing Lists listing. Depending on the size of your database, it may take a few minutes for the initial import to complete.

Once your list has finished importing, you will see a number at the end of the list row designating how many leads were imported from Infor CRM.

Repeat these steps to import all of your Infor CRM contacts into Act-On. Once imported, these two lists are treated like any other Act-On lists for list management and sending email campaigns.

Once your Infor CRM list has been imported, you can then set up options to synchronize the list between Act-On and Infor CRM:

  • Click on the Contacts > Marketing Lists.
  • Click on your All Infor CRM Leads list or All Infor CRM Contacts list to display the menu and select Import/Export > Infor CRM Sync Setup.
  • In the Sync window, you can choose to push information to Infor CRM, pull information from Infor CRM, or both.
  • To push records to Infor CRM, click on the checkbox next to Push to Infor CRM.
  • Check Add new records to Infor CRM if you want any new records in this list to be created in Infor CRM as a lead. 
    Note: New records that are pushed to Infor CRM will be pushed as leads, even if they were placed in the All Infor CRM Contacts list in Act-On.
  • Check Update Existing Records if you want to update any fields for existing leads or contacts in Infor CRM.
  • Note that no fields are selected to update by default. Click on Select Push-Update Fields to choose which fields you give Act-On permission to update in Infor CRM.
  • To pull records from Infor CRM, click on the checkbox next to Pull from Infor CRM.
  • Check Add new records to the list from Infor CRM if you want to pull in any new leads or contacts that were added in Infor CRM since the last time you synched.
  • Check Update existing records if you want the list in Act-On to get updated information from existing leads or contacts in Infor CRM.
  • Note that all fields are selected to update by default. Click on Select Pull-Update Fields to unselect any fields that you don't want updated in Act-On.

The Add List Columns section allows you to import any additional standard or custom lead or contact fields you did not choose when initially importing your Infor CRM list. To import additional fields:

  • Click on Add List Columns.
  • Check the box next to the desired field names.
  • Click Save. These fields will then be added to your list in Act-On the next time you synchronize with Infor CRM.

The Scheduling section allows you to schedule the frequency with which you would like Act-On to perform the above actions for you.

  • To set a schedule for the synchronization, click the Schedule button.
  • Choose the desired frequency of daily, weekly or monthly, and then add appropriate values in the remaining fields. The remaining fields include the hourly, daily, monthly preferences and start times of the synchronization.
  • Once you've chosen the scheduling preferences, click Save at the top of the window.
  • Once your push/pull options and scheduling preferences have been set, click Save at the bottom of the window. To discard all changes, click Cancel
Note: Up to 10 lists can be be scheduled at any time to automatically sync with Infor CRM. In addition to scheduling the synchronization, you may also click the Run Now button to perform a manual one-time sync at any time.

 

Pushing Data to Infor CRM from Other Act-On Lists

Depending on your specific marketing campaigns and list organization, you may also want to push qualified leads from a non-Infor CRM list stored in Act-On, or from a segment of that list.

  • Click on the list or segment to display the menu and choose Import/Export > Push to Infor CRM.
  • Choose from the Push options mentioned above, and choose a Scheduling option if you wish this to be a recurring process.

Note: Records cannot be pulled from Infor CRM directly into this list, only pushed from the list into the CRM.

Infor CRM syncs require that Address fields be mapped to system usage in Lists > Standard Field Names. If Address fields are not mapped here, uploaded lists and form submissions with address information will not push successfully to Infor CRM. To sync Address fields from form submits and uploaded lists with Infor CRM successfully, Address fields must be mapped under Lists>Standard Field Names.

  • Click "Optimize for Infor CRM" to pull in the desired Address fields.
  • Map the selected address fields to System Usage for "Contact's Business Street, Country" etc. Save changes to apply mapping for future syncs.
  • For details on Standard Field Names, click here.

AOmegaphonesmall.pngPlease note: Make sure your list columns are mapped under Standard Field Names, to learn more click here

 

Submit Form Submission Data to Infor CRM

When you create forms in Act-On, you have the ability to push this submitted form data directly into Infor CRM, creating new leads and updating existing leads and contacts (based on email address match). To enable this for any individual form:

  • Click on the Content Forms.
  • Click New to start a new form, or hover over an existing form and click Edit.
  • Map your form fields to Infor CRM:
    • When creating a form field that you would like to capture in Infor CRM, make sure that the field name matches the FIELD NAME of the corresponding field in Infor CRM. You can do this by typing the field name directly, or by clicking the white icon to the right of the field name box and selecting from your list of standard field names. 
    • If creating a field with preselected answer choices, such as a radio button or check box field, make sure that the values entered into the Choice Values section of the field match exactly with the values stored in Infor CRM.
    • Connect your form to Infor CRM:
      • Click Next to navigate to Step 2.
      • Scroll down to the Signups to Infor CRM section on the page.
      • Check the box next to Push Signup Data... Once this is checked, your form will automatically push data to Infor CRM after every submission. 
Note: Act-On uses an email address match to determine whether a new lead should be created, or whether to update an existing lead or contact.

 

After enabling the Push Signup Data... feature, a few additional options will appear as well:

  • Overwrite Existing Signup Data – When updating existing leads and contacts, Act-On will do a 'fill-in-the-gap' update by default, meaning that only empty columns will be updated in Infor CRM. Choose Overwrite existing signup data if you want all data submitted in the form to overwrite any existing data in these fields in Infor CRM.
  • Use Signup List's Push Settings – If you would only like to overwrite specific fields in Infor CRM, check the Use Signup List's Push Settings option. This will look at the Push-Update fields you have in place (see the Sync setup section above) for the list assigned in Step 3 of your form.
  • Add a Note to Infor CRM - If this option is checked, a note will be added to the Notes/History section of that lead or contact record in Infor CRM. This note will include a link to a preview of the form, displaying the answers that particular individual submitted.

AOmegaphonesmall.pngPlease note: Make sure your list columns are mapped under Standard Field Names, to learn more click here.

Pushing Message Sent Notes to Infor CRM

When sending email messages from Act-On to a Infor CRM list, you also have the ability to add a note in the Notes/History section of a Infor CRM lead or contact record that states the message was sent. This note will contain a link to a preview of the actual personalized email that the lead or contact received. This allows Infor CRM users insight to the Act-On emails sent.

You will see this option on Step 4 of your message campaigns, and it is selected by default. You can unselect it for any campaigns you don't wish to have generate an Activity/Note in Infor CRM.

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