Act-On Integrates With Salesforce

Your Act-On account can work seamlessly with your Salesforce.com Unlimited, Enterprise or Professional Edition account and is available on the Force.com AppExchange .

Salesforce

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Intelligent synchronization

Act-On's seamless integration with Salesforce makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team.

Marketing can create lead management programs that update fields, create tasks, assign owners, and convert leads directly in Salesforce.

Sales never has to leave Salesforce to get real-time information, including prioritized hot leads and complete activity history for leads and contacts, or even to send Act-On email.

Intelligent synchronization

Unlike the majority of marketing automation platforms, Act-On doesn't automatically bring synchronize with the entire Salesforce database. Instead, you choose how much to bring transfer, and Act-On keeps this subset in sync and up-to-date.

See every action and touch

As you run your marketing campaigns, Act-On automatically updates the contact and lead records in Salesforce, adding all the marketing touch points to activity histories:

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

You can choose to view only the most relevant marketing touch points, or everything.

Send email from Salesforce

Choose a pre-defined Act-On email template and send a fully trackable email to a lead or contact right from their profile.