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Act-On Software

Setting Up Your SugarCRM Connector

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

Identify necessary SugarCRM credentials prior to connecting to Act-On
Learn how to connect your SugarCRM account with Act-On  

 

Act-On's integration with SugarCRM allows you to share lead and contact information between your SugarCRM database and Act-On database.

The integration allows SugarCRM users to see lead scores based on prospect behavior with Act-On marketing materials (e.g., emails, web forms, landing pages and your company website).

Prior to connecting your SugarCRM account to Act-On, you'll need the following:

  • SugarCRM version 5.5.0 or higher
  • SugarCRM administrator privileges
  • SugarCRM username
  • SugarCRM password
  • SugarCRM URL

Once you have the necessary information listed above, follow these steps to set up your connector:

  • From the Start page, click Settings, and choose Connectors.
  • Click the SugarCRM logo, or click CRM > SugarCRM.
  • Click Connect.
  • Enter your SugarCRM login credentials.
  • Click Login.
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