Skip to main content
Act-On Software

Syncing Assets with SugarCRM

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

Identify how your Act-On forms can push signups to SugarCRM automatically
Create activity notes in SugarCRM for each contact and lead when sending Act-On emails

 

 

When you integrate your SugarCRM account with Act-On, you can integrate other Act-On marketing assets immediately. Specifically, you can push all form signups automatically to SugarCRM, and you can create activity notes for all your leads and contacts within SugarCRM.

Follow the steps below to set up your Act-On forms to automatically push to SugarCRM:

  • From the Start page, click on Content, and click Forms.
  • Create a new form, or edit an existing form.
  • Select 2. Settings at the top of the page or Next.
  • Enable the option to push signup data to SugarCRM.
    • Optionally, set the feature to overwrite existing signup data in SugarCRM. You can also use the corresponding form submission list to identify specific fields that Act-On can overwrite.
    • Enable the feature to add an activity note to the submitter's record in SugarCRM
    • Forms will use the email address to update a lead or contact record. If there is a duplicate email address in contacts or leads the update will be ignored. If you have imported a SugarCRM marketing list as your signup list, new records will go to whichever entity the list draws from.
  • Click Next.
  • Click Save.

When sending email messages from Act-On to a SugarCRM marketing list, you also have the ability to add a sent note in the history section of a SugarCRM contact or lead record so that SugarCRM users have insight into Act-On emails sent to the contact or lead record. To add a sent note:

  • Compose, address, and review your email.
  • In Step 4. Send of the Message Builder, enable the option to Attach sent notes to contacts or leads in my SugarCRM lists.

REFERENCE:

 

  • Was this article helpful?