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Act-On Software

Integrating 3rd Party Applications

Set up connections to external platforms for enhanced functionality and reporting.

In Act-On, these integrations are called "connectors". These connectors help you conduct your marketing activities with the other systems you use, like CRMs, webinar platforms, web analytics providers, and social media platforms.

Video Overview

If you are using a CRM to track prospecting and sales activities, it's important to connect it to Act-On to get the most lead intelligence possible. See this page for more information.

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 > Webinar
  2. Select a webinar platform
  3. Enter the relevant user credentials for that platform

Learn more about Act-On's webinar functionality

  1. Go to Settings > Connectors
  2. Select a social media or URL shortener platform
  3. Enter the requested credentials

Learn more about Act-On's social media functionality

Act-On offers several reporting capabilities, but you can add another web analytics service to power up your insights. This can help you track where your visitors are coming from, even down to the subject line of the email they received.

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

Learn more about web analytics support

ZoomInfo can help you and your sales team identify potential website prospects immediately, add them to a list, and begin nurturing them through drip campaigns.

  1. Go to Settings > Connectors
  2. Click Data Sources
  3. Select ZoomInfo, click Connect, and enter your ZoomInfo account info (separate from Act-On)
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