Skip to main content
Act-On Software

Integrate with 3rd party applications

Act-On integrates with many different platforms for enhanced functionality and reporting.

We call them "connectors". These connectors help you conduct your marketing activities, and some of the most common ones are for CRMs, webinar platforms, web analytics providers, and social media platform.

Video explanation

  1. Go to Settings > Connectors > CRM
  2. Choose your CRM, and click the Connect button
  3. Enter the requested CRM credentials

Learn more.

Why is this important?

Act-On pumps lead intelligence into your CRM, so your sales team can identify the hottest prospects and reach out at precisely the right time.

 

  1. Go to Settings > Connectors > Webinar
  2. Select a webinar platform
  3. Enter the webinar platform user credentials

Learn more.

Why is this important?

Act-On’s webinar and online event management functionality dramatically reduces the time you spend on organizing your webinar while increasing the quality of your leads.

  1. Go to Settings > Connectors
  2. Select a social media and URL shortener platform
  3. Enter the requested social media user profile

Learn more.

Why is this important?

Social media marketing gives you new opportunities to connect with today’s buyers, and it can increase exposure, traffic, leads, and sales.

  1. Go to Settings > Connectors
  2. Choose your web analytics provider
  3. Enter the domains that you're tracking

Learn more.

Why is this important?

  • As your email recipients click through the email links to your domain, your web analytics report will begin to show Act-On as a referring source.
  • This helps you track where your visitors are coming from and even down to the subject line of the email they received.
  1. Go to Settings > Connectors
  2. Click Data Sources
  3. Select ZoomInfo, and enter your standalone ZoomInfo account info

Why is this important?

The integration with ZoomInfo helps you and your sales users identify potential website prospects immediately, add them to a list, and begin nurturing them through drip campaigns.

  • Was this article helpful?