Act-On Integrates with Microsoft Dynamics CRM

Intelligent synchronization

Act-On pulls the leads and contacts you need for your marketing campaigns from Microsoft Dynamics CRM.

Unlike the majority of marketing automation platforms, Act-On doesn't automatically bring across the entire Microsoft Dynamics CRM database. Instead, it allows you to choose the data you want to bring across, and then keeps the subset in sync and up-to-date. You can set your synchronization to occur in real-time or as a scheduled update.

Sales and marketing alignment

When you execute marketing campaigns, Act-On automatically updates the contact and lead records in Microsoft Dynamics CRM by adding marketing touch points to the respective activity histories, such as:

• Emails sent
• Click-throughs
• Webinar registrations
• Webinar attendance
• White paper downloads
• Website visits
• ...and more

Act-On automatically pushes data to Microsoft Dynamics CRM making it immediately actionable for sales to view in the sales portal. Salespeople can view all website visitor activity, and customize and set their own criteria for alert settings based on:

• Person
• Email address
• Company
• City
• State
• Area code
• Country
• Webpage(s) viewed

Once the setup is complete, an automated text or email notification is sent to the sales rep whenever an alert is triggered, allowing them to follow up immediately.

Real-time updates and alerts

Using Act-On web forms you can run marketing campaigns that use web-based registration forms or other types of forms that automatically update the Microsoft Dynamics CRM database. In addition, any Act-On alerts generated by website visitor traffic automatically update Microsoft Dynamics CRM as well. Both marketers and sales professionals can get a real-time view of their campaigns' performance as well as track their customers' and prospects' online behavior to help close business fast.